AMD observer

For Advanced Micro, Things Go from Bad to Worse

Right on X86. I cracked up when you characterized Ruiz as a tool. He has an awesome track record of trashing businesses and, sadly, AMD is the latest vicitm. I am very hopeful now that he is out of the big chair. Meyer has a tough challenge in front of him, but with The Dissector out of the way he may actually have a shot at making something big out of AMD. One comment on the asset light strategy: I agree with the analysts who think this is a bad idea. The linkage between the design folks and the fab can be critical with regard to cycles of learning. If anything, AMD MUST be able to get new products to market quickly and having dedicated resources is key. I am particularly concerned about this in that one article I read had Hector running the new enterprise. <Shudder> I think it's the only way they could afford to get him out of the CEO seat. I am bullish on AMD. It will take a while, but I have seen this stock at $4.00 before and it has come back. The industry needs AMD as a foil to Intel and that will keep 'em running long enough to get it right now that the helm is in steadier hands.