Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.66

+7.6%

Jan 21 3:59 PM EST

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To: mjuarez who wrote (138362)	11/1/2004 1:31:00 AM
From: Elmer Phud	Read Replies (1) of 275872

Marcos I have to agree with you here. AMD over-promised at that time. Remember, this was almost 2 years ago, when Jerry was still running the show. Hector, however, has characterized himself for under-promising and over-delivering. I agree. AMD investors should rejoice that Jerry is gone. I know I do. The projections were overly optimistic and I don't really put that much emphasis on it. I just bring it up from time to time to remind investors to not believe everything they hear. Even with this 1.5 year slip (I believe Fab30 will be practically 100% 90nm by June of next year), AMD is way ahead of Intel, in both performance, power dissipation and price-performance, in the desktop arena. Intel is still ahead in the mobile space, but AMD is gaining rapidly with Sempron and Athlon64. I don't place much emphasis on this either. The quantities AMD can deliver are pretty small so owning the benchmark crown is much more show that anything else. I'm thinking that mobile is where the volume is heading and there Intel still has a significant advantage and it's not just show. They can deliver limitless quantities.

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