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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: dougSF30 who wrote (43095)6/7/2001 10:24:54 AM
From: Joe NYCRead Replies (2) of 275872
 
Doug,

No question that today, AMD is in good shape with the products that are offered. But with questionable execution of the product in the pipeline, and horrendous execution of the AMD sales division, the future is less bright. Today, AMD has the chips that sell themselves (like the 80s Honda commercial used to say), but only up to a limit, so the non-existence of the sales/marketing at AMD can be hidden under the rug.

I think AMD desperately needs to make some changes. If they couldn't sell Thunderbird with 266 MHz FSB, AMD 760 chipset and PC2100 DDR starting Q1 to corporate market, these people will never sell anything.

Joe
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