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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: Yougang Xiao who wrote (4764)	8/12/2000 4:40:34 PM
From: Scumbria	Read Replies (1) of 275872

Yougang, When AMD acquired NexGen, they also acquired a new president from NexGen, can't remember the man's name right now. He got upset with Jerry still pushing certain things, like the Dresden fab which the new guy wanted to sell so he left, taking with him most of the K-8 engineers. So the Sledgehammer design as we know it was started after his leaving. In retrospect, the desire to sell the Dresden fab seems somewhat addled, but at the time it was a good decision and jerry was being bull-headed about keeping it. The current Sledgehammer design makes a lot of sense. The loss of Atiq was probably the best thing to happen to AMD the last couple of years. If he was smart, he wouldn't have left. The Raging Bull post seems accurate historically, though I disagree with his conclusions. K7 is the reason for AMD's recent success, and will continue to be the reason going out into the future. Scumbria

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