Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 227.90

+2.0%

3:59 PM EST

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To: AK2004 who wrote (43055)	6/6/2001 8:29:40 PM
From: Charles R	Read Replies (2) of 275872

Albert, <I am often critical of amd myself and especially Jerry himself but eventually we have to look at the results. > Agreed! In AMD's case, the lack there of. <...amd already gained considerable market share in retail desktop, everyone knows of athlon-2 -4 and -6, nForce is talk of the town so exactly where do you see the failure.> Revenues are a lagging indicator of progress in this industry. Don't ever mistake of categorizing them as "results". Product delivery and design wins are the leading indicators. With that commentary, how would you rate the total lack of US Corporate Penetration inspite of a significantly superior product (promised for H1 2000 then H2 2000 and then H1 2001 and now what?) and how about a dramatic one-year Roadmap slippage? Chuck

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