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Politics : Formerly About Advanced Micro Devices
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To: A. A. LaFountain III who wrote (55152)4/11/1999 4:26:00 PM
From: Process Boy  Read Replies (1) of 1572565
 
Tad -

If I understand them correctly, the key issues surrounding AMD's stock boil down to execution and management credibility. I have a much easier time understanding disappointments arising from the former than the latter. Therefore, I find last week's announcement a source of substantial disappointment, since I believe that it more reflects senior management's inability to discern the scope and nature of the problem than the problem itself (even recognizing the probable subtleties of the design/manufacturing challenges).

This is interesting, as it appears fundamental shift in your analysis, if I understand you correctly. I just find it interesting. I like to keep abreast of what the analysts are saying, if just to note and file.

Thanks,
PB
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