Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: Joe NYC who wrote (76308)	4/3/2002 11:21:27 PM
From: heatsinker2	Read Replies (1) of 275872

Joe- Anyway, the management of AMD is starting to remind me of the Soviet Politburo. They are so slow to react, they are entrenched in following everything that Intel does, and they probably lost the nimbleness to fight guerilla warfare with the Gorilla. Nobody knows whether your pessimism is warranted. We don't know how the transition to .13u is going. We don't know if the Hammers are ahead or behind schedule. We don't know if the current quarter is producing strong revenues and ASP's. Basically, you and I and everybody else is in the dark. Since we're in the dark, it's pretty hard to pass judgement on AMD's management. In a year or two, we'll be able to assess how management is doing now. We'll know a bit more after the cc...

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