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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (87535)	1/16/2000 11:43:00 PM
From: enzyme	Read Replies (3) of 1572099

re: Brilliant enzyme. Intel had all time record sales and all time record profits. They shipped more processors then ever shipped in history. The .18u process is the fastest ramping process in Intel's history and you figure this means poor management. Elmer, it is possible to attain all time production records and still leave money on the table. This money is allowing AMD to survive. If Intel did not want AMD to survive then they made key strategic mistakes. If Intel does want AMD to survive then they are executing flawlessly. I do not think Intel wants AMD to survive thus I think they have made key strategic errors in not having enough capacity to fullfill demand. re: As AMD has shown with Dresden it takes them over 3 years to get a fab into production. By your reasoning, Intel made their management mistakes over 3 years ago when they didn't start a new fab... I feel it is atrocious that AMD has taken this long to get Dresden on line. I wonder if the delays are due to engineering or monetary problems or both. As for Intel, yes I think mistakes were made a while ago... and I also don't think it was 3 years ago. I think Intel does have incredible abilities in bringing Fabs on line and can do so much faster than AMD... which brings me back to the previous paragraph. It is also possible that even with Intel's warchest they simply cannot keep AMD at bay, but since Cyrix, IDT, USLI, and Nat Semi could not keep up, I'm not giving AMD the benefit of the doubt... I'm actually giving it to Intel. It's not about winning, it's about making you keep getting an ever expanding piece of an ever expanding pie. Maybe it is Intel's long term goal (to insure market dominance) to keep letting AMD gain a bit whenever the SEC gets too close... and then slam them for a while... and then let them gain... and then slam them... coda. In the long run I really only care about each companies stock price. If both are able to execute in a rapidly growing market then all the better. I'd invest in Via also if I could. 'zyme

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