AMD strictly moderated (AMD)

[Elmer Phud]

As it turned out views from posters like you, Elmer, IMHO, Alan, chipguy, etc. were if anything conservative in light of what has actually happened.

Y'all saw the writing on the wall LONG before most. Well done.


Thanks for your kind words but it was actually pretty obvious. The real question is why didn't the analysts see it as well?

They saw AMD slip every schedule multiple times, just like we did. They saw the paper launches. They saw the lame taskmanager demo in January then nothing since. Yet:

They still believe Barcelona will be out mid year and ramp.

They still believe Barcelona will be 40% faster than Intel's then available Quad core.

They still believe AMD will have 45nm production in 1H'08.