John:
Don't think much else matters, other than the Athlon, in their PC division at this point...Virtually everything in the PC division (maybe even $4 to $5 billion in revenues) will be Athlon based in Y2001...Difficult to exclude "financial performance" in evaluating AMD's Athlon performance,which when factored into the equation, strongly suggests that AMD execution and performance have been phenomenal by almost any reasonable benchmark...No doubt AMD has faced its roadblocks along the way, and no doubt some have proved impenetrable yet, but such is the nature of the industry...Once the smoke and mirrors are cleared away, it becomes obvious that AMD, who one year ago could only compete, and ineffectively, in the low end of the microprocessor market, have successfully brought to market, the Athlon, which is now housed in products for all ranges (low, medium, high), products that offer superior performance at an affordable price...and not unimportantly, deliver a healty boost to the bottom line...In the big picture, on a scale of 1 to 10, 10 being the highest, it might be difficult for even the naysayers in our midst to rank AMD below 8 based upon execution and performance over the past year, unless of course, one chooses not to factor in profitability during the Athy's ongoing evolution over this period! |
