Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Scumbria who wrote (33910)	3/28/2001 11:16:09 AM
From: Bill Jackson	Read Replies (2) \| Respond to of 275872

Scumbria, Here is some of the ground Intel is on. bulldogdesign.com Bill

To: Scumbria who wrote (33910)	3/28/2001 2:20:14 PM
From: that_crazy_doug	Read Replies (2) \| Respond to of 275872

<< AMD's hopes in the business sector are dependent on reliability, not performance. Jerry is correct to be conservative in releasing products. >> It's not the conservativeness of the releases that bother me. It's the radicalness of the plans. All AMD has to do, is do what they say they will. If you're not going to reach 1.5ghz in January, then don't say you're going to. If the laptop and SMP parts aren't going to be ready in Q4, don't say that they are. (and all the theories about the uncompetitiveness of p4 changing plans of AMD has nothing to do with either of these products, since they aren't even competing in these spaces now). If you aren't going to come out with Mustangs, then don't hype them for 6 months. (same as above, p4 shouldn't have changed this, because we aren't competing here) You can give them a pass on the 1B operating profits because the economy took a sharp downturn that no one was expecting and pc sales were just plain slow. However, the rest of these things they should be held accountable for. They should be building investor trust by delivering on the claims that they make.

To: Scumbria who wrote (33910)	3/29/2001 8:14:33 AM
From: fyodor_	Read Replies (2) \| Respond to of 275872

Scumbria: Sometimes engineering events do not match marketing plans, or perhaps marketing plans change. That has nothing to do with lying. AMD's hopes in the business sector are dependent on reliability, not performance. Jerry is correct to be conservative in releasing products. Personally, I just wish AMD management would come out and say: "Well folks, yeah, we promised you this Palomino thing right about now, but for market reasons, we've decided not to release it for another quarter or so. It's not a problem with the manufacturing and we have test lots of working silicon with acceptable yields - due to recent market issues, it just doesn't make financial sense to introduce it at this time." It's the complete silence when yet another supposed intro date comes and goes that worries me. -fyo