Charles: That sure doesn't sound very good and I hope that's just
his opinion. I don't believe that's true at all of AMD's products:
AMD makes very good quality stuff from what I've heard. Compaq would
not be using the wavetable if AMD's stuff was poor quality. Also, I
know for a fact that Nortel and some of the other big corporations
use a lot of AMD chips and logic processors, some of the best of the
appliance and pcs manufacturers use AMD "smart" chips and they use a
lot of them and that segment of the market is expected to grow. AMD
motherboards are used along with Intel processors a lot of the time
and, despite what Paul says, they get along just fine. My new computer is a Pentium 133 and has an AMD motherboard and it works just
fine. It's kind of a stereotype that Intel wants to put everyone else
out of business but I don't think that's true at all: Intel is far and away the #1 in processors and there's nobody that is a threat to
them. I think just the opposite is true: Intel would not want to kill off all the competition and end up as a "monopoly" that will cause the government to scrutinize them. Besides that, Intel is very
good about licensing their stuff: note that they licensed the MMX to
AMD and that's expected to be a big deal. I just read a review on the
Pentium Pro combined with the Windows NT o/s and it's great: typical
business applications run 72% faster with the Pro/NT combo and that is
expected to cause the computer upgrades to take off; that won't just be a benefit to MSFT/INTC: it will benefit all computer-related stocks when the tech sector picks up. AMD is almost sure to be a big
beneficiary when that happens. Intel's good earnings gave the whole
tech sector support; AMD didn't get much benefit because, as you say,
AMD just doesn't seem to get it: they have got to get an agency that
knows how to get it across to the public that AMD is more than just
an also-ran Intel. IBM was in a lot of trouble until it hired Ogilvy
& Mather Worldwide to consolidate its accounts a little over a year
ago and look at them now, back from the dead already. I sent an e-mail to the company suggesting that they do something about their
advertising department but didn't hear anything back, although I asked
Sanders to post it on this thread if they do something. I'm afraid it
seems like Sanders and AMD doesn't think we count for much, though,
since that was over a week ago and nothing's been posted other than
that statement which I still haven't received but that others have said didn't sound too good. Like I said before, I hope this company
cleans up its act but I won't hold my breath. Maybe we should sell,
take the loss, and buy Intel! |
