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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.67+2.2%Jan 12 3:59 PM EST

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To: Charles R who wrote (43089)6/7/2001 4:02:53 AM
From: PetzRead Replies (3) of 275872
 
How can you blame AMD management for lack of a top tier server win, for example? Exactly what would you have done differently? Why don't you blame Compaq and IBM, instead of Jerry?

Intel has new server products every six months. Whoever picks Athlon MP first will certainly not get favorable pricing or (less important) allocation from Intel, so a stalemate will continue until enough middle tier players start taking market share away from the big guys. That's a fact of life and will take time to change.

Petz
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