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Politics : Formerly About Advanced Micro Devices
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To: Steve Porter who wrote (69019)8/17/1999 11:56:00 AM
From: kash johal  Read Replies (3) of 1577462
 
Steve,

Re:"MB business"

Steve, Intel doesn't manufacture its own MB's.

It uses manufacturing houses in china etc to have them manufactured and stuffed.

On chipsets folks like Hyundai are fabbing them.

So it is mainly a management issue.

In fact supporting 1 or 2 offshore subs is probably a whole lot less work than supporting the dozens of MB vendors they need to support.

Actually most of the MB vendors such as asus etc use subs to manufacture these boards as well.

The key is margins and cost control.

Intel wvwn with its fat margins of a year ago has decreased costs - thats the sign of an excellent mgmt team.

AMD with is producing fewer CPU's than a year ago and has much much higher operating expenses - thats clearly the sign of a poor mgmt team.

And the sad thing is the one guy who was trying to add discipline and cost control in mgmt got kicked out.

regards,

Kash
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