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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.67+2.2%Jan 12 3:59 PM EST
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To: DRBES who wrote (93486)2/22/2003 12:08:03 PM
From: Reginald Van PeltRead Replies (1) of 275872
 
My Dear DRBES - Your rather flaunting description of "The onslaught that AMD is engineering against inteL would look to be amazing in its overwhelming scope and military-like precision." seems to be just a bit off the mark.

We must look at AMD's actual performances, sometimes without regards to our best wishes for AMD.
In particular, AMD executing with "military-like precision" hardly begins to describe the fact that every AMD new product launch for the past 2 years has been about 9 months late and failed to live up to expectations.
With one exception.
And that is the product that we all have been expecting - Hammer - and that, my Dear DRBES, is frankly almost two years late.
With AMD not having hit the profit side of the ledger in I don't know how long, the only "military-like" performance that AMD has displayed is their propensity to spend money willy-nilly with little to show for it.
Reggie
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