Mary, re: "unnamed and underfinanced company"
I have thought the same thing many times. With the brain drain that has taken place at AMD, you would think execution would be a problem. If I remember correctly, Mr. Sanders is acting as COO, I don't know about his background in operations, he just seems like more of a marketing guy to me. The other side of the coin is that I've seen many large companies trip over themselves while smaller companies with less decision making levels get from point A to point B much faster.
You really have to give AMD *some* credit. With limited resources, compared to Intel, they have managed to bring to market a faster chip. I don't know if this is a remarkable accomplishment for this small, unprofitable company, or if Intel, with all it's resources, isn't performing as well or as fast as it should.
In any event, I'm more concerned about Intel's execution than the competition. If Intel is focused and aggressive, it doesn't matter what AMD does. The marketplace is theirs to keep or lose.
John |
