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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (69725)	8/24/1999 2:13:00 PM
From: Elmer	Respond to of 1573817

Re: "Craig Barrett, my friend, has no FOCUS. " Perhaps he should take a lesson from Jerry, who's single minded hatred of Intel has consumed his every waking hour for many years. EP

To: Charles R who wrote (69725)	8/24/1999 2:13:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 1573817

Chuck, Craig Barrett, my friend, has no FOCUS. Focus on microprocessor business is what made the Intel stock holders of yester-years wealthy, Intel stock holders of the future are going to pay dearly for Criag's lack of focus over the long term. Yeah, like IBM should have stuck with mainframes only back in the late 80s. The good companies can remake themselves. Intel is trying to do a partial makeover, and not because of a $2 billion competitor. It's because they think their microprocessor and related hardware business alone can't continue to grow them in the manner in which we Intel stockholders are accustomed. Tony

To: Charles R who wrote (69725)	8/24/1999 2:23:00 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 1573817

<You give too much credit to a guy who is diversifying into Communications and Internet (bith areas that Intel has no clue about) because of competitive threat from a small $2B company!> You must be kidding. Diversifying because of a "competitive threat from a small $2B company"? I'm afraid Craig has a little more vision than that. That little "competitive threat" has been around for quite a while. The only thing AMD has going for them right now is a small window of opportunity. Meanwhile, Craig is more worried about continuing to make a massive corporation grow by 20% a year, which isn't going to happen without diversification. Once again, why hasn't Merced been cancelled? Seems like an awful amount of resources being poured into a product that can't hold a candle to Athlon, much less the RISC competition like Alpha, Ultrasparc, and PowerPC. Tenchusatsu