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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
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To: Charles Gryba who wrote (83275)6/22/2002 5:14:02 PM
From: ElmerRead Replies (2) of 275872
 
EP, are you saying that the thousands of AMD employees working to produce the x86-64 line of cpus and all their partners are doing all this work supporting the AThlon/Hammer/HT is in vain and there's no chance that AMD will succeed in making good $$$ from Hammer?

I wouldn't say no chance. I said if Jerry has overhyped Hammer, which I suspect he has, we could see the end of AMD. There is a major error that AMD keeps making, they design something they can't readily manufacture. Intel does the opposite. They design conservatively so they can manufacture it. A product is the marriage of a design and a manufacturing process and while Hammer may be a great design on paper it may not be a good product. AMD has been driven to desperation and life doesn't care about all the work and effort of those people working on the project. You aren't successful because you tried real hard. You don't win just because you deserve it. As never before AMD will live or die on the success of it's next product. They've already jumped out of the plane and they better finish designing and manufacturing that parachute before they hit the ground. How many times can they keep doing this? They only get 1 failure. Either way, Jerry will be giving the finger to Intel all the way down...

EP
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