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

To: xun who wrote (89046)	1/22/2000 11:33:00 PM
From: xun	Read Replies (1) \| Respond to of 1573850

Thread: JewishMoneyMan is good. Again, from the Yahoo board. I basically agree his points. "--- SU3_Matrix, regarding AMD management by: JewishMoneyMan (46/M/Dollarsville) 1/22/00 6:59 pm Msg: 101434 of 101509 Why do people like you go on and on about AMD management? Let me net it out for you, friend. AMD has very smart management. Their "problem" is they weren't/aren't afraid to take on the most powerful semiconductor company in recorded history - iNTEL. iNTEL invented the CPU and had critical mass before anyone else could say "cheese". AMD tried to get in early by being a 2nd source for iNTEL, but that strategy was hard to capitalize on since AMD was only strong enough to be a cloner. iNTEL, on the other hand, was already a 600 lb gorilla (they have since grown to the full 800 lb limit). Since then lots of water has gone under the bridge, and AMD's still standing - stronger than ever in fact. Today AMD is proving that its strategy was viable in the long term. Any investor who is long AMD right now will be rewarded big time. It has taken AMD all of those 15 years you talked about in order to get within striking distance of iNTEL, and AMD is still outgunned in very many important metrics by iNTEL (like number of fabs and cash on hand). But now, for the first time ever, chip design and fab technology are in AMD's favor. AMD has dared to go where nobody else would - they have dared to take a big scoop of food off of the big dog's plate. Everybody thought they were crazy, and AMD has not gotten though it without some big damage. Please tell me which management team could have avoided bruises in a head on with iNTEL! But the dog is on a short leash due to AMD's Athlon and new fabs, and AMD's going to town with a soup spoon in that very big plate, and is eating up market share and profits! I hope this helps you view the semiconductor history and AMD's part in it in a more proper and fair light. History will hail Jerry Sanders as a legend of Silicon Valley. They don't do that for everyone, you know. JMM "---

To: xun who wrote (89046)	1/23/2000 1:19:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1573850

panic_mob, <by: JewishMoneyMan (46/M/Dollarsville) 1/22/00 8:10 pm Msg: 101455 of 101507 Gateway was obviously planning on using AMD Athlon even as they made the big announcement not to use AMD anymore. Then, they used the earnings shortfall as a very convenient excuse to go back to AMD. What a bunch of showmanship. If AMD and Gateway weren't working on the Gateway systems for the entire time then nothing would have been designed, tested, and manufactured in quantity just ready to sell the same day as the announcement.> This guy does not have his facts straight. Athlons were in consideration at Gateway in the Q2/3 time frame. It appears that AMD failed to deliver on time to Gateway due to motherboard problems and at the same time Intel promised the moon causing AMD to lose the design win they had. Claiming conspiracy to the timing of Gateway/AMD relationship seems a bit far-fetched to me. Chuck