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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: andreas_wonisch who wrote (3893)8/7/2000 2:59:46 PM
From: kash johalRead Replies (1) | Respond to of 275872
 
Andreas,

re:"Yes, I think nobody disagrees here. However, I still think that it's in AMDs best interest to be polite to his partners and don't embarrass them on a conference call. AMD gave us (with some minor expectations) every guidance we needed. Things wouldn't become better if they blamed VIA officially (probably only worse)."

AMD has been held back by chipsets/mb's for last 3-4 quarters.

At some point folks on the thread should figure this out and not keep their heads in the sand.

And blaming via is idiotic.

They should blame themselves and FIX the problem.

regards,

Kash



To: andreas_wonisch who wrote (3893)8/7/2000 3:34:34 PM
From: PetzRead Replies (1) | Respond to of 275872
 
Andreas, re:no blaming VIA. When AMD said "infrastructure would not be a problem" they were not just talking about VIA. There have been no Athlon chipsets other than AMD's own and VIA until now.

That is about to change and AMD knew it. There is absolutely no substitute for competition.

Petz


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