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: inex who wrote (210641)	9/12/2006 5:51:00 AM
From: ChrisBBo	Read Replies (2) of 275872

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???). No, I believe Jerry would have managed to start construction a year earlier, and ramp 90nm from mid 2005. 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. For a fraction of the ATI acquisition, AMD could have had two design teams working on two brainiacs for the past 3 years. The mere fact that AMD have spent years getting rid of debt and saving up cash, only to make a huge buyout, tells me Hector has ignored a lot of opportunities since he took the helm. He's obviously a "mergers and acquisitions" type of business man.

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