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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Bill Jackson who wrote (64786)	7/11/1999 5:10:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 1583843

Bill, <I agree AMD would be better off with no Jerry.> I know that this is a common belief among many Intel and AMD shareholders, not to mention industry analysts. On the other hand, some people will buy into Jerry's crap forever. Unfortunately, for the reasons you mentioned, ousting a residing CEO like Sanders is all but impossible. IMO, management is the key to all good investments. I can't think of a single bad investment I ever made that ultimately didn't go bad because of lousy management. Sometimes it takes a while to judge management but as soon as I loose confidence in a management team I am looking for the exit. <As to manufacturing in the past they did have problems but they seem to have solved them at all K6 fabs, are there not excexx K6 in stock? are they all slow ones?.> They have solved the problem on the last generation of chips...but kind of late don't you think. That's why they are sitting on so much excess inventory. What's going to happen to all of that inventory?? They always solve the manufacturing problems eventually, but it is the manufacturing problems with their latest chips that keeps killing them. <The dresden fab???jury is still out.> Yup, and if everything goes smooth I will be the first to admit I was wrong. But it's not like K6 was the first time they had yield problems. K7 is their most sophisticated chip to date and given their history of slow starts, I find it hard to believe that they will find smooth sailing this time. To me that would be a leap in faith, even for AMD longs. FF