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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST

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To: milo_morai who wrote (52390)8/24/2001 5:48:48 PM
From: jjayxxxxRead Replies (1) of 275872
 
RE: <Excluding the price war and flash, which is what's hurting both INTC and AMD, Tell us all the problems as you see it that AMD is doing so poorly at?

Is it Hypertranport?
Is it CPU designs?
Is it process technology?
Is it increasing marketshare that's AMD problem?
Is it not enough volume?>


How about a desktop Palomino?
How about higher MHz?
How about a corporate win?
How about OEM wins instead of losses?
How about a marketing department?

There's probably more good examples, but those are off the top of my head. Not to say that AMD hasn't done fairly well given the circumstances (tough economy and a waking-up-Gorilla), but I think you get the idea: they aren't exactly executing flawlessly.

JJ
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