Paul Leming
Paul Leming
classic company industry marketing response seen
This is a classic response of a company that has seen its industry evolved. You have to be more marketing driven.
upside
There is still substantial upside in AMD's stock,
absolutely believe buyers capability consumer momentum next potential truly
If you truly get 64-bit capability in the marketplace, then I absolutely believe that AMD's momentum will continue, ... This year, AMD went after sophisticated buyers in the server market. Next year, there's the potential to really go after the consumer market.
capacity clear demand plants signs takes three ticking visible
There are no signs it's a demand problem, ... It's a capacity problem, and one that's been visible for three years. It's been clear for three years. That's how long it takes to get these plants built. This has just been a ticking bomb.