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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (92347)	2/10/2000 2:55:00 PM
From: tejek	Read Replies (1) of 1573592

I sure hope Otellini is in charge of the Intel response team again.> Otellini's judgement on the 800MHz was clearly a ill thought out one. Marketing 101 says you don't compete on opponents turf. MHz is currently AMD's turf. Intel's reputation will take a big hit if Paul O continues with the bogus releases. Charles I used to believe, like many still do on the thread, that the problems with cumine are part of this recent fumbling by Intel and that eventually Intel will get back to normal and then AMD needs to watch its butt. Prior to last year I had little experience with either company and had to go by what I read on this thread.....Intel is the great one and AMD is the badly conceived stepbrother. However recently I have begun to change my thinking regarding Intel. The snafus that Intel has encountered this past year are discussed as if they are not the norm; that what's changed is AMD....AMD is becoming a true competitor. However I am beginning to believe that the snafus actually are normal for Intel and have been for some time now (several years) but are only now getting noticed because AMD "is becoming a true competitor". That these snafus in the past have been masked by AMD's fumbling and by Intel's profitability. A great company does not slip all of a sudden....it takes a long time before its off courseness (if there is such a word) is noticed. And so I have to believe that Intel has been off course for a while and its apparent now only because AMD has its act together finally. And lets face it when I say that I am not saying that AMD's current execution is extraordinary.... if it were, can you imagine the shape Intel would be in. And I also do not believe Intel will turn around any time soon.....in that sense, I don't think tom's hardware's article was that far off the mark. Intel has become lazy and fat and arrogant, and finds AMD more a nuisance than a threat, and, I think, just wishes that they would go away. I don't think upper mgmt really wants to be hassling so much with the cpu division. So long as these attitudes prevail, I believe Intel will keep throwing price cuts and new chips at AMD hoping that they have impact and will not develop a well thought out plan for a true counter attack. JMHO. ted

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