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


To: Charles R who wrote (109168)5/3/2000 1:59:00 AM
From: kash johal  Respond to of 1579314
 
Charles,

I think AMD will pay a major opportunity cost in 2001 for its miscues.

These are :

1. Lack of "AMD brand" MB's to ease infrastructure - and margin aid.
2. Chipset delays on AGP 4x, PC 133, SMP.
3. Slow Athlon ramp - 1.2M in Q1 was less than most folks expected.
4. Poor branding effort to build AThlon demand.
5. Loss of X-box.

AMD had done very well but we should not gloss over failures.

regards,

Kash