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Politics : Formerly About Advanced Micro Devices
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To: Brian Hutcheson who wrote (23717)9/30/1997 8:52:00 PM
From: Fred Fahmy   of 1582866
 
Brian,

Jerry has not caused anything execpet false expectations. The guy is completely clueless. AMD has some decent products but has no vision or strategy for making sustained profits. They have no idea how to market or sell what they have. There are ways to grow a business in an industry that is growing rapidly without taking the leader on directly. AMD's sales approach is flawed in it's basic approach and stems for the notion (and Jerry's dillusions) that AMD will be the next Intel. Anyone who thinks AMD's problems are purely yield related is very naive and gullible....just the kind of investor Jerry preys on. AMD's much larger problem is a lack of understanding of how to capture their fair share of an ever growing market. Let me give you a huge hint.....trying to maintain a 25% price difference between AMD and Intel is not the answer.

FF
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