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Re: Bonefish post# 1449

Wednesday, 10/09/2002 12:43:09 AM

Wednesday, October 09, 2002 12:43:09 AM

Post# of 151692
Bonefish -

this is quite possible - hammer may very well not live up to those expectations. Such with many things. So have you put your short in? You seem to gleefully point out all the problems with AMD, so let us know when you're shorting, when you're going long. Anything else is just 20/20 hindsight chin-wagging of yours.

You're not being fair to AMD's engineers. Management committed AMD to develope products based on unrealistic expectations. The plan was based on doing battle with Intel. It was never intended to enhance shareholder value. The intention was to do harm to Intel and nothing more. That was the goal all along. In a last gasp "hail Mary" AMD chose the Hammer as their spearhead against the evil empire. It was an all or nothing thing. Remember the move, "a Bridge too far". Well AMD just went "a Design too far". Everything had to align just right. Their SOI process, the new design, the 9 metal layers, the Stars, you name it. The chance to really do real damage to Intel was just too irresistable to Jerry and he bet the Farm on a real longshot. Don't blame AMD for not executing on a ill conceived plan. Blame the idiot who planned it.

EP


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