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Politics : Formerly About Advanced Micro Devices
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To: Saturn V who wrote (57200)5/4/1999 4:46:00 PM
From: A. A. LaFountain III  Read Replies (2) of 1572375
 
re: "I am surprised that you remembered Gordon Moore's comment."

How could a comment like that ever be forgotten?

Thanks for your other remarks. Maybe I was having a senior moment in recalling that he mentioned Chandler.

In regard to the relative stability of the process transformations at the two companies, I believe that Intel enjoyed a substantial benefit because it was only competing with itself in many ways (a luxury that Jerry Sanders can only dream about). To offset this disadvantage, AMD does have twice the revenue stream that Intel had in 1984 and has the further advantage of a much more mature equipment industry than that of several years ago. So I view AMD's disadvantage as modest to moderate, with the results magnified substantially by the extreme levels of market concentration (both competitively and in terms of the small number of large buyers).

However, I also believe that both the direct customers (the OEMs) and the end-users are keenly interested in seeing a vibrant AMD in order to minimize the economic penalties imposed by a dominant Intel (that's not a qualitative judgment on my part, just a reflection of what I believe is the nature of the marketplace). - Tad LaFountain
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