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

To: Scumbria who wrote (34692)4/3/2001 1:11:34 PM
From: peter_lucRespond to of 275872
 
Scumbria,

"That list does not seem to indicate the poor execution by AMD that many claim on this thread."

LOL!!

BTW, speaking about not-so-perfect execution, this has probably been posted already (I couldn't follow the thread during the last two days):

realworldtech.com

"Apr 02, 2001
1:55 AM EST DRAM and Motherboard Market News
Posted By: Dean Kent

(...)
Samsung appears to be seeing a 'flattening out' of demand for DRDRAM chips, with the forecast for April being flat with March. This seems to be further evidence that P4 sales are not quite as robust as hoped for."

Or, as Andreas put it: Intel's fastest ramp ever...

Peter



To: Scumbria who wrote (34692)4/3/2001 1:21:15 PM
From: jcholewaRead Replies (1) | Respond to of 275872
 
> That list does not seem to indicate the poor execution by AMD that many claim on this thread.

The people complaining about poor execution are usually talking about execution compared to promises, not execution in general compared to the rest of the industry.


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