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

To: wanna_bmw who wrote (53593)	9/1/2001 10:03:22 PM
From: combjelly	Respond to of 275872

"you might as well also include decisions and outcomes made by Hector, Herb, and Jerry." So far, those decisions that I dislike seem to be more marketing than engineering. But if you want me to complain, I will, and have in the past. Realistically speaking, Jerry's decision to over-rule Atiq with respect to Dresden was not a good business decision. It happened to have turned out to be the correct one, but it quite easily could have been wrong, and very expensively so. Imagine of Dresden had come online now, instead of early 2000. Or if Intel's management had been correct and integration was the key to the future. From a strictly business point of view, AMD should have withdrawn into it's various niches and played to it's strengths in embedded and flash. They didn't, and the reason is Jerry. As far as Hector and Herb, I don't have as many statements. Hector seems to be focussed on process, as that is his area of expertise. For what it is worth, at some point integration will be the key. But this is something I have been expecting for 15 years, and it still hasn't happened. As a result, I ain't making any predictions with timelines. In my business, handhelds and embedded, integration is king and performance is secondary to that. But it is a different market.