Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Yousef who wrote (28496)	2/19/1998 10:05:00 AM
From: Jean M. Gauthier	Read Replies (3) of 1572099

Excellent analysis both of you. We all like to root for the underdog, but in this case, it is all but over. AMD had one, just one chance to implant itself as a smaller niche rival to INTC. But execution had to be PERFECT, no deviation allowed on manufacturing and so forth. The marketing seem to work, the partnering with vendors, but they blew the manufacturing execution. INTC is NOT a spectacular technology leader, BUT, and it's a big BUT they are UNEQUALLED in Manufacturing and raising cookie cutter fabs with MINIMAL disruption and down time. That's the secret of INTC, and the downfall of AMD. Let me know guys Just my 0.02c Jean

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