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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (69913)8/26/1999 2:05:00 AM
From: kapkan4u  Read Replies (1) of 1571932
 
<I guess I have not come across clearly. At no point in time, in this or any other post, do I ever claim "imminent demise of Intel". I am pointing to technology gaffes that Intel made that are very likely to cost them their gorilla crown. As I said earlier in this post (and a few times before on this thread), I expect Intel to be #1 player for a long time to come. AMD is playing for a solid #2 position instead of a weak #2 position that it is currently in.>

Chuck,

I agree that Intel is quickly becoming a dog. But I will go further and predict the demise of Intel as a leading CPU company. Intel had a good P5 and an excellent P6 core. Intel owes its $28B in revenues to the four guys who designed the P6 core. But now they have no answer to K7. They lost the war. It is over.

But what about the brilliant Intel management? Personally, I have never met any. Andy Grove has always been looking for a killer application that will make everybody on earth to want to own a computer. At the time when the Internet was available for easy pickings, he came up with ProShare, a ridiculous videoconferencing application, with $1B development costs and no revenues to this day.

He believed the Byte magazine pundits over the P6 designers in that the x86 ISA was running out of steam and embarked upon the Merced disaster.

It takes more than a good management and a pile of cash to design a K7. It takes a hungry and talented design team. Nobody at Intel is hungry any more. And that is the root of all their problems.

Kap
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