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

To: TimF who wrote (239907)	9/6/2007 6:24:10 PM
From: graphicsguru	Read Replies (2) \| Respond to of 275872

I guarantee the timing of Henri's departure is no coincidence. What it means exactly is up for speculation. If Henri had planned his departure for a long time, and it had been completely amicable, his successor would have been announced at the same time as his departure. Since that didn't happen, it's some kind of a surprise. Maybe he got an offer he couldn't refuse from Freescale. He went to Hector with it. Hector couldn't match it. Hector said, "If you don't have enough faith in this company to stick around and value the stock options we've given you as gold, then get your butt out of here before we introduce Barcelona." That's the most positive spin for AMD I can invent. All the other theories I can come up with involve Hector firing Henri for something that didn't turn out right, that Hector viewed as Henri's responsibility. Perhaps it's something in the past. Perhaps it's something in the current quarter. The fact that it was obviously hasty suggests it might be something in the current quarter. Maybe Henri and Hegberg jointly screwed something up (ATI sales ?) this Q very badly and each pointed the finger at the other. So now they're both gone. I agree that they're unlikely scapegoats for the Barcelona delay. But there's some reason why they're gone. And knowing or having decided that, Hector chose to make it happen before the Barcelona launch. Why? You can be sure there's a reason.

To: TimF who wrote (239907)	9/6/2007 6:24:55 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

Let's turn it around. If they expected great performance from Barcelona that would meaningfully improve AMD's position against Intel, it would be an incredibly stupid time to leave, given that AMD stock is low, and they would stand to benefit a great deal by sticking around for its Barcelona-enabled appreciation.