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

To: Cirruslvr who wrote (96013)	3/1/2000 10:21:00 AM
From: Epinephrine	Respond to of 1571040

RE: <It is a nice read, but the normal percentage is about Intel. There is supposed to be a second part to this tomorrow.> Cirruslvr, Wow, I have to eat my words. I am very happy with this interview. Jerry did talk about Intel but not until directly questioned about them, and even then he did not seem to me to be bitter or abrasive in his comments. I particularly liked this part, in response to whether AMD had bitten off more than it could chew. "If we were trying to be Intel, we would probably have a difficult time. But we're not. We're trying to be the rallying point for the industry alternative to an Intel monopoly." So while Intel dictates it's will to the world and forces it's decisions on OEMs(Rambus), AMD is claiming to want to focus more on cooperation and becoming a rallying point for collaborative technological improvement. If they succeed at doing this then it is not just AMD against Intel, it then becomes Intel vs. the world. That is what AMD means by "virtual gorilla" and I think that such a strategy has the potential to be very well recieved by AMD's technology partners (and potential partners) and the marketplace. All in all I like the interview and I am eating my words right now (munch, munch) :) I will post to Mani in a second. Thanks for the link, Epinephrine

To: Cirruslvr who wrote (96013)	3/1/2000 12:27:00 PM
From: tejek	Read Replies (1) \| Respond to of 1571040

In Hannover on Monday, AMD's chairman and chief executive, Jerry Sanders, discussed his company's future processor strategy, its continuing battles with Intel and his dream of seeing his processors in the corporate environment. ZDNet's editor, Richard Barry, was there. That wasn't so bad....the new Sanders wins through. ted

To: Cirruslvr who wrote (96013)	3/1/2000 1:10:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1571040

Cirrus, thanks for the Sanders interview. As usual, the guy can't resist talking about Intel, as you said, but overall, he did a good job conveying optimism about AMD's future. However, there are a few quotes which I take issue with: "I would observe that the X-Box is a very impressive competitive offering to PlayStation2." So either Jerry already knows the inside scoop on X-Box, which is likely if the thing really is using Athlons, or he's talking out of his tailpipe again. "This is unheard of for Intel. How can it have these problems all of a sudden? This is a company with 10 times our R&D spending, and 10 times our revenue. How could it have these problems?" With comments like these, it's like Jerry is basically challenging Intel to a vicious price war this year. I wonder if Albert Yu has read this interview. Knowing Yu, he's not likely to take those comments sitting down. "I hope you know that Athlon outperforms Pentium III on every benchmark, clock for clock." Uh huh, Jerry. And Apple's iMac runs rings around the Pentium II, according to BYTEmark, the "industry standard" according to Steve Jobs. At least Apple's marketing department does a better job at conveying this notion than you do. Well, that's it for now. I'll be waiting for Part 2 of the Sanders interview. Tenchusatsu