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

To: gzubeck who wrote (244013)	12/6/2007 9:50:23 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

gz, I don't think anyone expects AMD to earn more profit than Intel but I think AMD has been playing the wrong game for at least a couple of years.... I am not sure what you mean by playing the wrong game. Execution surely has been horrible, starting with Socket AM2 / Socket F 6 month delay, continuing to 6 month delay of 65nm, compounded by extremely sub-par performance of 65nm chips, and then of course culminating in a complete breakdown on Barcelona core. The stock has very much tracked these failures... I strongly doubt there are some inherent technical issues in the designs that prevented them from being on time and successfull. It seems more like a breakdown in management. Joe