Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.21

+2.5%

11:41 AM EST

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To: Charles R who wrote (43411)	6/8/2001 3:14:24 PM
From: Petz	Read Replies (1) of 275872

<<If AMD had come out with these chips in December, the first big OEM would not announce a product on the first week or month of it's release.>> <I mcompletely miss what you are trying to say here. Your point is....> In my opinion, if AMD had launched 1 GHz product in December instead of 1.2 GHz product in June, no Tier 1 OEM would have adopted it until at least March. You would have been complaining from December until March that AMD management had screwed up. <<The server launch is occuring exactly as I would have expected it. Starting with small manufacturers. To expect anything else is unrealistic if not impossible.>> <So, you have very low expectations.> Yes, a Tier 1 OEM win at introduction is never assumable in a new product area for AMD. I think AMD needs about 25% market share before that expectation will change. <<Do you think AMD management purposely delayed the server chip CPU's or the chipset? If not, and the delay is your biggest complaint, then you are not blaming management, you are blaming AMD's engineers.>> <That tells me that you don't know first thing about marketing/engineering/program management.> As an engineer working with program managers on complex projects, I think I know as much about the latter two as you. Marketing has nothing to do with delay. It appears you believe that the MP program was delayed because of program management issues. Do you have any evidence that AMD's engineers were jerked around by their managers, or given insufficient resources or that the project was improperly planned? <I think AMD engineering is pretty darned good. > At last, agreement. Petz

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