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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (65553)7/15/1999 3:02:00 PM
From: kash johal  Read Replies (2) of 1574484
 
Scumbria,

Re:"AMD seems to be doing everything right. Their execution for the last 18 months is unprecedented in this industry."

Give me a break!!!

These idiots can't make money at the low end.

Do you KNOW WHY!!!

Yes, partly it is Intel related via their segmentation strategy.

They should have seen that coming a mile off and DID NOTHING.

They should have seen the packaged sales of CPU/Chipset/MB coming and did NOTHING to counter that.

They should be able to make money in the low end by following a similar path - and at worst a breakeven.

But no they are going to move upscale - where they have an opportunity.

But they are blowing it AGAIN with the current MB fiasco.

And starting in Q4 they will be depending upon VIA et al for competitive chipsets.

Give me a break - in Q4 will the excuse be that the chipset and MB guys screwed up again!!!

They need to hunker down and COMPETE acorss the board with Intel.

And now we have Jerry making all the descisions again.

Maybe you think everything great......but I certainly don't.

Regards,

Kash.

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