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Politics : Formerly About Advanced Micro Devices
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To: Joey Smith who wrote (33676)6/29/1998 10:51:00 PM
From: Dale J.  Read Replies (1) of 1571931
 
Expect a serious cut-back in production and costs, and AMD looking for a suitor. ...Jerry was very foolish to try and take-on Intel by increasing volumes and this will become apparent VERY SOON.

Joey,

I tend to agree with you. Jerry once said Intel would never sacrifice profits at the high end. The theory (fallacy) called for AMD to thrive at the low end market selling chips in the $300 to $500 range. Intel, it was theorized, would be reluctant to enter the low end market for fear of cannibalizing the high end market.

Well Intel expanded and segmented its product line and entered the Sub 1k. I think it will now only get more difficult for AMD to make money. Privately AMD must be reconsidering the path it has chosen. As for a suitor, who would buy AMD? IBM? CPQ? CPQ is already a mess.

Dale
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