Advanced Micro Devices Inc (AMD)

[sgolds]

UpNDown, not a good strategy -

Ruiz should have made this personal at the Lehman Brothers Conference. He should have said "I know some of you analysts have Centrino notebooks. You don't realize now that Intel sold you overpriced, obsolete technology in their 802.11b wireless solution. But you will soon."

You don't make friends by insulting their new stuff and making them feel like idiots, even when they are. Better to say something like this:

"I know some of you analysts have Centrino notebooks. Welcome to the wireless era! If you like the freedom of wireless networking, I invite you to take a look at Athlon laptops, which run their WiFi network five times faster than Centrino and have been available since last summer. We find this is very popular with out customers and we are selling quite well in the desktop replacement catagory. Fast 802.11g networking at a competitive price is one reason why."