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

To: fastpathguru who wrote (268523)	10/12/2011 11:21:32 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

cpubenchmark.net Late but not bad. cpubenchmark.net AMD, by far best bang for the buck.

To: fastpathguru who wrote (268523)	10/12/2011 11:49:00 AM
From: Elmer Phud	Read Replies (2) \| Respond to of 275872

But what exactly were your great insights, besides observing ad-nauseum that BD was late and GF is behind Intel in process tech? As I've said many times, they weren't great insights. They were obvious. 1) Decoupling of Design and Manufacturing. A guarantee for mediocrity at best. 2) Completely new design on a completely new process. A recipe for disaster. 3) #1 and #2 happening together. Enough said. 4) Foundry Contract amendments highlighting yield problems. 5) Uniform, across the industry problems with gate first approach. 6) Design Architects abandoning ship. 7) A series of high level Managers, including CEO, fired 8) Midstream switch from 45nm to 32nm 9) AMD's track record of misleading claims 10) AMD's track record of schedule slips 11) Limited resources stretched across disparate projects on different processes. 12) Lack of OEM interest 13) Loss of market share. OEMs had samples and were fleeing. It gives me no pleasure to see AMD's results. The lack of competition is bad for the industry but when the competition is uncompetitive, what can you do? AMD got just about everything they wanted, including a huge influx of cash. What did it do for them? How was the consumer served?