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Politics : Formerly About Advanced Micro Devices
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To: Dean Amo who wrote (573)7/2/1996 1:02:00 PM
From: Thanh Pham   of 1586607
 
>>>>Intel told them that if they continued to offer the 486, there would be no more
pentium chips for them, it's that simple for intel. There was a whole article on how
Intel forced computer manufactures to offer only pentium models. I believe it was in
PC Magazine some time ago.<<<

AMD was the main reason. Compaq was heavily counting on the K5 in their cold war with Intel. But the delay of K5 made Compaq gave up. Compaq was betting on the wrong horse.

Compaq also have given AMD a chance in Networking. It also did not work out because of AMD.....

Like I have mentioned earlier in my previous post. AMD has very good process technology, the best sale force, good Tactical Marketing and support infrastructure. But very bad vision, and strategic marketing.

You do not need to be a leader to be successful in the marketplace. The Leadership role in creating a new market is to lay out the infrastructure and educate the customers. As the follower, you wait for the market to open and the customers are educated, then you offer the same product with added value. AMD seems to do this very well with commodity products, but with complicated system products they have hard time doing the right thing.

I agreed with Jack. The current stock price of AMD is too low and the risk is very little, therefore the investment is relatively low risk and moderate return.
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