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

To: Epinephrine who wrote (5600)	8/18/2000 3:10:08 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

Epi, RE:"Intel is still a serious competitor, does indeed present an intimidating front, and AMD's task is daunting. It is precisely that as well as AMD's checkered past which will make the perception changes slower than some are thinking they will occur" It's fairly obvious that AMD needs to carefully think out their road map strategy and execute more flawlessly than Intel. After all, they must take market share from Intel to succeed. Some realize this more than other here... Some think AMD is doing just fine while others like myself get very frustrated when they see AMD fumbling the ball and missing opportunity. In this business, lost opportunity is virtually impossible to make up. In light of Intels wayward road map, it's even more frustrating to see AMD NOT take more advantage of it... OTOH, AMD has only so much resources and decisions have to be made about what projects are more important... Again, not much room for bad decisions.... Intel can afford to roll the dice on many projects and see what comes up. Jim