Paul, From what I have seen of AMD for the past 15 years, while Intel grew enormously large, AMD grew to a plateau. Now this usually happens with saturation of the market, or bad management. Since Intel grew, it had to be bad management. So in effect AMD is an empire. Whatever tyranny the emperor wants, he gets. In a real empire, the slaves rise up and overthow the emperor. In corpoculture they leave and beget startups when they are stifled. Key employees may be able to tweak the nose of the emperor, but all the middle and upper management and engineering staff will constantly be countermanded, undercut etc, and they leave. Creative minds especially. So he gets left with the dregs. That is not to say AMD is full of dregs, but he has the inefficienct of hiring, training, assessing and firing the bad keeping the good, and also having too many good leave. This ends up as a carried burden in terms of intellectual development, and even fabrication, shipping etc, as the effect permeates all levels.
Is this a description of AMD? Partially?
Bill |
