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To: kash johal who wrote (78790)4/13/1999 4:53:00 PM
From: BelowTheCrowd  Respond to of 186894
 
> AMD shot themselves in the head with only 4.3M units in Q1.

IMO, they did worse than just kill their stock price.

They successfully re-positioned themselves as a "second source" supplier, after a couple of years of trying to be a "supplier of choice."

Their repeated screwups make purchasing managers, product designers and others increasingly nervous about committing large portions of the product line to them. With the stakes increasingly high, that's NOT a good place to be.

mg