Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: ChrisBBo who wrote (210608)	9/11/2006 11:54:00 AM
From: inex	Read Replies (1) of 275872

Chris, I disagree with your take on Hector. While I would not say that he has been perfect, I will say that given the environment in which he has had to operate, he has done extremely well. I'm not quite sure how you can blame Hector for what you claim is "being a year late with FAB36". For that matter, I'm not sure how you can claim that FAB36 is a year late (Are you referring to 65nm at FAB36???). There have been countless advantages that Intel has enjoyed over the past several years which has made it difficult for AMD to simply focus on "pulling a K7" on Intel. Each and every decision cannot simply be made on technical merit. It also must consider time to market and the effects that this will have on short and long term profitability. Certainly this "brainiac" CPU of which you allude would have failed if AMD was not left with a competitive core on which to base current profits. AMD is just recently getting to the point where they may have the luxury to employ an elite design team for just such a task. My point here is that Hector has done a very good job of balancing operating income with the structural buildout needed to neutralize Intel's advantages systematically. One of the most recent steps taken was the news that AMD has expanded its resources to address the needs of the developer community by providing tools to assist them in developing multi-threaded apps. Without such advances in non-core design areas, AMD is continually left at the whim of Intel's and MS's compilers and devoloper tools which may, or may not treat AMD's processors fairly, and, certainly would not be as likely to take advantage of any cutting edge designs which support additional extensions to the X86-64 instruction set. Competing against Intel has never proven to be an easy task, and, the fact that AMD is essentially the last competitor standing is admirable. This taken with the fact that they have been able to make inroads toward breaking Intel's hold on the global X86 CPU market is downright amazing... Since Hector was on board for several years prior to Jerry leaving, I don't see where anyone other than a high ranking insider would have the ability to attribute any particular event to either Jerry or Hector, but, I for one have admired both leaders for their different strengths. Scott

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