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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (77984)10/31/1999 1:22:00 AM
From: Craig Freeman  Read Replies (1) of 1581860
 
Paul, as much as I dislike "arguing with the Master", IMHO "cost" is the last thing AMD has to concern itself with. "Production" is their biggest problem.

IF --- AMD could FLOOD the market with Athlon 700+ chips, Intel would likely waste away as a "has been" stock like Xerox. But AMD has yet to produce Athlons in any reasonable volume ... so Intel can continue to coast on its past efforts and "whistle in the dark" with confidence.

A fellow CEO recently gave me a book entitled "The Five Temptations of a CEO". By the standards of this text, AMD's "Big Cheese" stinks in all five different ways. On the other hand, Intel's management meaqsured up quite nicely.

Craig

Disclosure: I sold my AMD shares long ago and bought INTC in the past year. Not that it matters much because semis as a group represent well under 10% of my portfolio.

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