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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 236.73-6.1%Jan 30 9:30 AM EST

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To: rudedog who wrote (257600)12/27/2008 4:48:10 PM
From: rzborusaRead Replies (1) of 275872
 
I regard Intel's response to the X64 as an example of how a good management team can recover from a very serious strategic blunder and get back on top - probably better for the experience.

That points to AMD's problem, always being one foot in the grave. They don't have the the luxury of playing the chess game. I only wonder if they could have delayed 86-64 just a bit longer lulling Intel to make a deeper commitment to Itanium. Not that they would have known. It might have been a fortunate strategic delay.
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