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

To: Scumbria who wrote (113634)	6/1/2000 1:36:00 AM
From: Paul Ma	Read Replies (2) \| Respond to of 1573857

Sell Dresden?!?! Unspeakable!!! Paul

To: Scumbria who wrote (113634)	6/1/2000 11:12:00 AM
From: Cirruslvr	Respond to of 1573857

Scumbria - RE: "He told the newspaper that AMD has to cut its operating expenses and also lower its sales expectations in order to break even. The newspaper speculates that a row broke out between CEO Jerry Sanders III and Raza after the latter wanted to sell the expensive fab it has just completed in Dresden." It is amazing at how wrong Raza was. I guess he was expecting a price war from Intel, and therefore he wanted to lower overhead so that even with lower than expected ASPs AMD could still breakeven. Raza didn't know Intel's performance in the last half of the year would be pitiful. If he had waited one more quarter, he might still be working for AMD. Jerry had the vision, Raza didn't.