Intel Corp (INTC)

[Elmer Phud]

Wouter

customers are more likely to judge AMDs integrity by what they're told in private

And what do you suppose that has been?

"It's late. It barely runs without crashing, the performance is underwhelming and we don't really know when we'll be able to fix it, or ramp".

Maybe that's done wonders for AMD's credibility but who's going to design a product around that? It also puts the OEMs in a very uncomfortable position. What do they tell their customers? Do they lie like AMD does in public or do they save their own integrity by being honest with their customers too?