Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (26743)	12/15/1997 1:29:00 PM
From: greg nus	Read Replies (2) of 1576635

Paul Engel, Your technical analysis and comments about Intel are right on however your marketing understanding of how Intel operates is severly lacking. Most of your comments about Intel doing this and Intel doing that to AMD are a fabrication you seem to enjoy inflecting on AMD threaders. People who make things up are usually acting on their personal insecurities. Has the recent stock price drop in Intel dissapointed you to the point where you have to rejustify owning Intel over AMD. Everyone who treads here already knows AMD has to tugg on Supermans (Intels) cape to compete. By comparison to Intel revenues, the sliver of bread AMD gets in exchange for it's State-of-the Art technology, Intel has nothing to worry about from from AMD. Intel more formatible challange is to continue to grow the CPU market at double digit growth rates into the forseeable future, while it charges premium prices for it's state of the art products. Doing so insures high utilization of the 10 fab strong high volume operation and insures market domination. AMD by comparison at this point does not even have half of one FAB (25) properly ramped to high volume production, is forced to lower prices in response to Intel good fortunes. Your notion that Intel respones to AMD are nonsence. What you should be telling us about is how Intel plans to continue to grow the CPU market by producing smart set top interactive boxes for TV market, 200 million sets need replacement. How Grove is eyeballing the Advertising market(475 billion annual) as the internet is now the first real change in media since TV. Grove is bound and determined to get a slice of this revenue by controling hitech investment into this area. These are reasons why Andy does'nt sleep nights. By comparison Sanders does'nt sleep nights becasue he told us the K-6 design was so clean that it is easily scalable to higher clock speeds, and trying to gain a foothold in gaming so when they do nod off who get's a more peasful rest??? Prehaps Sanders recent trip to vagas left him thing about all those slot machines running without CPU's and flash. Paul focus on the future this other stuff is eating up your time and draining your energy. Free your mind of the petty bullcrap and consider channeling your energy on clarifying the outlook for the future.

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