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Politics : Formerly About Advanced Micro Devices
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To: Joey Smith who wrote (44508)1/1/1999 12:17:00 PM
From: Brian Hutcheson  Read Replies (2) of 1571928
 
Joey , RE. Keep Dreaming
I suggest you read John Dessaur's commentary on the New Economy
I.E. The intense competitive pressures of a global economy .
To Quote :-
"All your wealth is at risk if you bet on yesterday's winners"
"No Company no matter how dominant it once was - is immune to today's incredible competitive pressure"
"Many of yesterday's champion investments will become today's money drains"
If you look at how Intel has backtracked on its designs i.e.
from PII mboards to Celeron style , going from Slot 1 to socket 370 .
It is evident that Intel is now in reactive mode of operation rather than proactive . AMD is pressuring them , why ?
Because this has always been AMD's plan , to produce Lower cost , equal to or better than Intel CPUs .
Now Intel is gaining sales but at the expense first of all at profitability on their low end and later at the expense of their high end .
Their price slashing as others have pointed out will decrease the appeal of PII , but not only that but with the release of K6-3 and K7
there will be even less ability to reap very gross profits that Intel and its investors have been used to .
Wake up Joey , you liked a no brainer investment but there isn't such a thing now in the new economy .
The difference now from previous years for AMD are twofold :-
AMD has the working silicon of superior designs and also has the means of production . This adds up to much more competitive pressure from AMD .That is why Tom Kurlak has AMD as his top Tech pick of '99 and not Intel.
Brian
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