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

To: Dan3 who wrote (88135)	9/15/2002 10:19:34 PM
From: Milan Shah	Respond to of 275872

This wasn't so much a failure by AMD as it was a very strong (if very costly) action by Intel. Thanks for the encouragement, but there is no way to explain money spent by a competitor as the reason for a product schedule slip. Money spent by a competitor can do major harm in terms of profits, marketshare, and other business motivations, but Intel's money did not cause problems with SOI, or bin splits, or whatever the h--- is wrong with Hammer. Milan

To: Dan3 who wrote (88135)	9/16/2002 2:36:44 AM
From: tejek	Read Replies (2) \| Respond to of 275872

Re: AMD is back to its normal ways Dan, I must be missing something. I am surprised at the reaction to the Clawhammer delay on this thread. I know its been delayed quite a bit and no one likes delays but this is a few weeks according to AMD.....from 4th quarter to 1st quarter. As for the 4th quarter release, I always so it as more a paper launch....we're talking the last couple weeks of the quarter. Who's buying chips in Dec. anyway? As for AMD's balance sheet, the change will have some impact but by no means a catastrophic one. I know AMD has the rep for bungling launches but the more I learn about chip companies the more it seems bungled launches are the rule and not the exception. Whatever. FWIW. ted