Advanced Micro Devices Inc (AMD)

[Elmer Phud]

Gottfried -


Do you have a position right now in AMD?


I have no position in AMD, long or short. I believe the current hammer delay was the fatal blow. Hammer wasn't going to live up to AMD's hype anyway but this is too much for AMD to recover from. Notice that this is exactly what we predicted many months ago. Athlon ran out of gas, AMD used up their .13u transistors just keeping Athlon limping along. The recent XP releases were pure vapor and hammer is suffering another major slip. It will not be competitive if and when it finally arrives in miniscule quantities with vapor launches. What OEM is going to bet the farm on this dog? Sad to see a once strong competitor come to it's knees but that's what's happened.

EP