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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 9:30 AM EST

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To: Scumbria who wrote (33910)3/29/2001 8:14:33 AM
From: fyodor_Read Replies (2) of 275872
 
Scumbria: Sometimes engineering events do not match marketing plans, or perhaps marketing plans change.

That has nothing to do with lying.

AMD's hopes in the business sector are dependent on reliability, not performance. Jerry is correct to be conservative in releasing products.


Personally, I just wish AMD management would come out and say: "Well folks, yeah, we promised you this Palomino thing right about now, but for market reasons, we've decided not to release it for another quarter or so. It's not a problem with the manufacturing and we have test lots of working silicon with acceptable yields - due to recent market issues, it just doesn't make financial sense to introduce it at this time."

It's the complete silence when yet another supposed intro date comes and goes that worries me.

-fyo
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