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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 205.37-1.8%10:21 AM EST

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To: Jim McMannis who wrote (75901)3/30/2002 12:35:52 AM
From: ElmerRead Replies (1) of 275872
 
Don't be ridiculous. Everyone here sees the slips. But they are normal...

They certainly are... for AMD.

Tony thinks it's not all that easy and I think that AMD has not been scramblin' enough. Intel may be pulling wool over peoples eyes with marketing but it's working.

What Intel is doing is delivering. AMD has been doing everything they possibly can and you can see the results. Slip after slip after slip. Most people on this thread are in complete denial and they are hungup believing Intel is back in the RamBus/1GHz CuMine days.

We are at the end of the quarter and barring a pathetic paper launch, AMD failed to deliver .13u material as promised. Where are those "World Class Yields"? They are now 9 months behind Intel and counting. Expect bigger than forecast loses for Q1 with no turn around in sight.

EP
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