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

To: Yousef who wrote (80632)	5/24/2002 12:33:18 PM
From: semiconeng	Read Replies (1) \| Respond to of 275872

"Maybe they can dive for and catch that fly ball again", I would say it's more like AMD wasn't playing their positions properly and were "forced" to "dive for the ball". Make It So, Yousef The problem is, Luis Gonzalez is at the plate, and the count is 3-0. Semi

To: Yousef who wrote (80632)	5/24/2002 12:38:03 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"But I question why AMD has "chosen" to make the .13um process so "difficult". AMD is using both SOI and LowK ... These technologies are both still "immature" and not ready for manufacturing. You might be right, Jim -> "Maybe they can dive for and catch that fly ball again", I would say it's more like AMD wasn't playing their positions properly and were "forced" to "dive for the ball"." Exactly, Since all this chip stuff is constantly transitioning... there are windows of opportunity that close. Maybe AMD thought they needed SOI along with .13u on Athlon to keep competitive. Now time is running out on Athlon product cycle and the transition to Opteron is coming it shows they mad a bad judgement. Maybe they should have concentrated on Opteron more and and less on SOI an LowK. So if SOI and lowK are holding up the transition to Opteron then yes, they were short sighted. AMD always seems to get there arse in a crack like this. They make up some really cool roadmaps then after the delays (brought on by the complicated implementation) they have to leapfrog to the next generation in desperation. No wonder their stock chart looks like a yo yo. Jim