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

To: Dan3 who wrote (72425)	9/20/1999 12:32:00 AM
From: Bill Jackson	Respond to of 1572942

Dan, Re; What should Intel do? Sweat Bill

To: Dan3 who wrote (72425)	9/20/1999 12:41:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1572942

Danny 13-10 - Re: "But 800 looks to be coming from AMD in the same time frame. " How does AMD grapple with 400 MHz SRAM availability - and costs- for the L2 cache ? Paul

To: Dan3 who wrote (72425)	9/20/1999 1:21:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1572942

dan3 - <It seems like a classic management school exercise - what should Intel do? Bill: Sweat.> No, not sweat, as in "We are so afraid". What we at Intel need to do is continue deliver on our strengths as an organization, as well as formulate appropriate action items that address the competition, and execute to plan. The AMD scenario you outline is not the end of the world. However, Intel does LOVE to compete. I assure you that relative to the issues you outlined, Intel is not sitting around going, "Well gee, AMD could eat our lunch. What are we going to do?" Pffft! The issues are met head on. This is business. No one said there's not going to be any competition. Get a battle plan together and meet the challenge. I believe a lot of the speculation regarding Intel's prospects is fueled by Intel's SOP of not going out and hyping every little development relative to the plan. I believe that this is understood, insomuch that Intel is a "big target". Interestingly, one remedy that is possibly at Intel's disposal has is very rarely speculated on relative to the performance of some upcoming parts. When this certain possibility is raised, it seems to be summarily dismissed. I find this sort of amusing. In engineering circles we are taught to evaluate scenarios in WC (Worse Case). The particular worse case scenario for AMD is so seldom brought up on this particular thread that I find it interesting. To be fair, a good number of analysts are in my mind guilty of the same infraction above. I.e., I don't see this possibility raised by them very much either. I wish I could expand on this, but I've probably said enough. PB