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

To: crazyoldman who wrote (16960)	11/1/2000 9:06:07 AM
From: that_crazy_doug	Respond to of 275872

<< Who hired and kept the engineers? Management inspite of any short comings must share credit of any success, there's a team at AMD and Jerry is a part of it. >> Who's doing all the planning? This is a critical part of management. So far basically every major thing they've done in the past year has been late. Dresden, socket transition, duron infrastructure, 760, mobile chipsets, integrated chipsets, multi processor chipsets, business penetration, mustang looks likely to slip, etc etc.. You can add public relations and marketing to the list of managerial failures as well. You totally ignore all these aspects, but give them all the credit for hiring the engineers who designed the stuff is beyond my me. If the management were good, they wouldn't have set up all the deadlines, so we'd miss them. They'd have controlled the fires much better when we did, and they'd be able to keep the analysts cool about the company. << From my point of view it's not about some "macho pissing contest", it's about remaining in control of one's destiny. From Jerry's prospective it's about remaining in control of his life's efforts at AMD, and a lot of shareholder's money. Jerry is the man running a multi-billion dollar operation, NOT the ANALysts. It seems to me you have the tail waggin' the dog. >> You think going out and pissing off the people who can help your stock price out the most is "remaining in control of one's destiny". Would you go in to your work and try and pick a fight with all your clients? That's what he's doing. The analysts are going to be the people who largely control investors to ignore that is foolish. To say we don't need them is an interesting side bar, but to expect the entire investor community to come to this conclusion is ignoring reality. << On that we can agree. Don't worry about the ANALysts, they can do short term damage only. When Jerry strikes gold the ANAlysts will be lickin' his boots. >> If Jerry gave good consistent guidance in a non confrontational matter, if AMD strikes gold, we'd be rewarded even more. If you took Jerry away from AMD, it's entirely possible we'd be in the same, worse, or better position then we are today. If you took away Dirk Meyer before the Athlon was designed we'd only be talking about the flash component of AMD and that would be a much shorter discussion.