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

To: mas_ who wrote (257599)	12/27/2008 3:17:33 PM
From: rudedog	Read Replies (1) \| Respond to of 275872

So I'm not completely sure I trust his business judgment I'm sure he's an engineer - the test will be if he has the confidence to get world-class marketing and sales people, and maybe a seasoned strategy lead, where none of those people were ever chief engineers at a silicon company. But IMHO, his track record is way better than Ruiz or Sanders. Barcelona is a major question for everyone at AMD, and it's pretty clear Meyer was the guy in charge on that one. But every leader makes mistakes - the question is how, and how quickly, they recover. I regard Intel's response to the X64 as an example of how a good management team can recover from a very serious strategic blunder and get back on top - probably better for the experience. Whether AMD has responded to the Barcelona mis-steps and will come out better for the experience is the key question for their future.