Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (147946)	7/3/2002 2:35:19 PM
From: Tenchusatsu	Read Replies (3) of 1576880

Ted, <AMD has lost share to an INTC who is slashing chip prices at a considerable cost to its ASPs.> Why did AMD lose market share? Think about this one. Had they stuck to their optimistic plans with Thoroughbred, Barton, SOI, and Hammer, they wouldn't be losing as much share. Meanwhile, Intel is pulling forward new speed grade releases of Northwood. The market is shrinking, for sure, but AMD would have surely survived a price war with Intel had they executed to their original plan. This is what Sanders loved to brag about, that AMD was somehow immune to Intel's pricing strategies because AMD had "the better product" and better execution. Despite the cover excuses that AMD management will give, the 33% drop is not entirely attributable to the weak market and the pricing pressure from Intel. It is also the result of poor execution. More likely the result of asking the impossible from engineers who are only human. Tenchusatsu

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