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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (96663)3/3/2000 8:56:00 PM
From: kash johal  Read Replies (3) of 1575173
 
Tench,

re:"How would you do things differently at Intel"

Craigs strategy is BRILLIANT.

The execution SUCKS.

To really have meaningfull growth in SHORT ORDER (2-4 yrs) on a $25Bn biz you don't buy $100M to $500M/yr companies with modest growth.

You buy an ANALOG DEVICES for DSP and Mixed signal and wireless.

You buy LSI LOGIC the leader in SOC and ASICS.

You buy a long distance PHONE company ala GTE.

You buy exodus if you are serious about web hosting.

If they had done this type of acquisition 2 years AGO Intel would be FAR FAR along the diversification path.

Instead they have tinkered buying chips and tech, dialogic, DSP, Level One. All modestly significant companies - buts folks that had MODEST GROWTH, MODEST PROFITS etc.

regards,

Kash Johal
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