Advanced Micro Devices Inc (AMD)

[bobs10]

Inflection points;

are by definition places where no one knows what's going on. Today seems to fit that description with the battle raging between the "Same old Same old" crowd and the "It's different this time crowd". So far the "Shoot first and ask questions later" crowd seems to be holding the high ground.

I, for one, would like more information about how Rivet plans to pull off this Houdini, Spansion escape act? Right now all I've got is lots of questions and few answers. I sure hope some thought went into this and it wasn't some sort of a knee-jerk reaction to a lousy quarter.

I would certainly like to know what thinking went into the decision. How's OrNand coming, what's wrong with mirror bit, who's going to buy the shares and why? Just lots of questions and no answers.

My gut reaction is to support Hector, but I'm very concerned.