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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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3:59 PM EST

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To: Mary Cluney who wrote (67168)	10/22/1998 6:32:00 PM
From: Fred Fahmy	Read Replies (1) of 186894

Mary, <....but the truth is this guy has been very tenacious - and has kept this competition going where Fred's "better management" would have thrown in the towel long ago.> This is not true and you are missing much of my point. A better management team not only would have not thrown in the towel, but given the exact same resources could have been much more successful and profitable. Jerry's mismanagement has been AMD's downfall....his tenacity is largely to blame. This notion that he stated several years ago that AMD was going to be the next Intel says it all. Instead of being content to nibble away at market share with much more reasonable pricing, he chose to take Intel head on. A "better" management team would not have taken this approach. The overall opportunity has been growing quite nicely over the last several years. There was/is plenty to go around for all. AMD would have done much better to maintain a smaller market share with more reasonable pricing and let the overall market growth fuel AMD's growth. Not to say that they shouldn't try to increase market share but not so quickly and not by promoting a price war with an industry giant. As many have pointed out, the deck is stacked against AMD for several reasons including Intel's size and vast resources. Given that going up against an Intel is no easy task for any company, the last thing you need is a mediocre to incompetent leader. I'm not sure that there is anything that Jerry could possibly do wrong to convince some people that he simply hasn't got what it takes to successfully lead AMD. The mere fact that AMD has survived is hardly a reason to give Jerry credit for some great achievement. Many executives could have done much better because they would not of let their ego dictate their strategy. FF

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