Advanced Micro Devices Inc (AMD)

[SemiconEng]

Interesting perspective. I still think Intel was a better company operationally under Andy Grove. There seems to have been a lot of mishaps lately. I just don't see the well oiled machine they need to be. I guess this is a work in progress. They ought to be careful as AMD is looking stronger than at any time in the past.
HailMary


No doubt..... mishaps is an understatement. Hard to live up to the AG Legend, but it doesn't seem to me, like the captain was listening to the navigator. Good thing the engine room is insulated from all that. Just between you and me, IMO, the sooner Otellini is escorting Barrett out the door, the better. What was up with that negative talk at the CC? Intel just had the best quarter in 3 years, and all the PR Machine can come up with is "Seasonally Lower Q1"? Couldn't even try to sound positive? People make fun of Otellini, but IMO he's a PR powerhouse. I don't believe he would have delivered it like that.

Semi