Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 198.12

-5.2%

Dec 17 3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (193428)	4/12/2006 11:04:01 PM
From: gzubeck	Read Replies (2) of 275872

I do not think of AMD's products as substitutes to intel but the other way around...Hector's been scraping for so long that he doesn't even know how to market a superior product. An ASP of less than a hundred does not bode well at this point and I don't think Hector knows how to create profitable relationships...I think he's a very good engineer/manager but an awful strategic thinker...

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