SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: andreas_wonisch who wrote (3872)8/7/2000 1:35:25 PM
From: Charles RRead Replies (1) of 275872
 
Andreas,

<They didn't say that Durons would ship in July, they only stated that Compaq and other OEMs would introduce Duron systems. AMD never gave a specific date.>

Check Duron release from June.

<I think it isn't very surprising that major OEMs like Compaq or HP need more time than a month or two to design a completely new system with a brand new infrastructure (Socket A). If Duron was Slot-based we probably would have seen SDKs sooner. But with the new infrastructure (and the delays from Via) it was only natural that the whole process would take more time. >

I would say that you are defending pathetic performance. I am not sure I have anything to say here.

<I don't think it is a good idea to blame your partner on a conference call of a "earnings shortfall". >

What "earnings shortfall"? And, who is talking about "blaming your partner"?

All AMD needed to do was acknowledge the problem instead of issuing a glorious press release about how good the infrastructure support was. Showing a corrective action plan would have built the credibility - which this management BADLY needs.

Chuck

P.S.: I have said all I want to say on this. I am done with this topic.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News