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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%3:59 PM EST
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To: Charles Gryba who wrote (53090)8/29/2001 8:04:09 PM
From: kash johalRead Replies (2) of 275872
 
Charles,

re:"JC, it takes months for chips to make it from production into motherboards ( maybe not 6 months but 3 or so )."

Well for AMD it takes a whole lot longer.

I have been waiting for AMD to push DDR onto laptops via Athlon 4.

After many moons they are nowhere in sight.

Such a product should be compelling:

Higher Performance.
Lower Power due to DDR lower signal voltages.
Higher Mhz to support product differentiation.

But ZIPPO products and No Buzz of anything.

This crummy performance is a microcosm of AMD's spectacularly BAD inability to deliver products quickly to take advantage of an opportunity.

Of course it could be part of some top secret program at AMD HQ - run by the department that is stockpiling high Mhz Palmonino's.

regards,

Kash
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