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Technology Stocks : Intel Corporation (INTC)
INTC 34.45+0.4%12:35 PM EST
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To: Scumbria who wrote (74739)2/27/1999 11:39:00 PM
From: Fred Fahmy  Read Replies (1) of 186894
 
Scumbria,

<If you are basing your investment decisions on the concept that AMD can not design competitive microprocessors, you are making a serious mistake.>

The bold words really are the key aren't they. Competitive is a relative term. I have always maintained AMD design engineers have done an admirable job remaining competitive on certain levels (i.e. lower levels). Unfortunately, there is a huge difference between designing a product and selling it. Selling means that in addition to designing a "competitive" product you also have to be able to manufacturer it and market it. This is where AMD has suffered. AMD's storied yield problems say a lot about their manufacturing processes and engineers. Of course the manufacturing engineers could always insist that the design isn't manufacturable <ggg>?? AMD's marketing strategy has been seriously flawed. Instead of trying to take a small piece of the pie and let it grow with the industry, they got greedy....worse yet....they got stupid. They initiated a pricing war with an industry titan in an attempt to gain significant unit volume share. The results of this ill-advised strategy is more red-ink and a pissed off giant. This giant can take down prices at will or at least until they are equal to AMD's. Jerry and the 25% gap have been key to AMD's demise. I love Jerry!

FF
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