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

To: tejek who wrote (125572)	10/9/2000 4:13:08 PM
From: Road Walker	Read Replies (1) \| Respond to of 1576626

Ted, My first take is that Yu is the bad guy, moved to a small division. Otellini gets position of sole GM of IAG, instead of sharing it with Yu. And no, I think the EVP is a stepping stone to IAG GM with or without Otellini. If it was the board or Barrett, who knows? I'm just glad to see them make a move, it demonstrated that they perceive a serious problem and are taking steps to correct it, you haven't really seen that before. One thing that worries me, when you get a management shuffle like this, often the next thing you see is an additional problem that the change is trying to solve. John