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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 249.66+7.6%Jan 21 3:59 PM EST

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To: Scumbria who wrote (33910)3/28/2001 2:20:14 PM
From: that_crazy_dougRead Replies (2) of 275872
 
<< AMD's hopes in the business sector are dependent on reliability, not performance. Jerry is correct to be conservative in releasing products. >>

It's not the conservativeness of the releases that bother me. It's the radicalness of the plans.

All AMD has to do, is do what they say they will. If you're not going to reach 1.5ghz in January, then don't say you're going to.

If the laptop and SMP parts aren't going to be ready in Q4, don't say that they are. (and all the theories about the uncompetitiveness of p4 changing plans of AMD has nothing to do with either of these products, since they aren't even competing in these spaces now).

If you aren't going to come out with Mustangs, then don't hype them for 6 months. (same as above, p4 shouldn't have changed this, because we aren't competing here)

You can give them a pass on the 1B operating profits because the economy took a sharp downturn that no one was expecting and pc sales were just plain slow.

However, the rest of these things they should be held accountable for. They should be building investor trust by delivering on the claims that they make.
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