SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: andreas_wonisch who wrote (140106)7/25/2001 6:25:08 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Andreas,

re: Well, one theory (that was briefly discussed on the AMD thread) is that things fell apart after Atiq Raza left.

Could be, the 80/20 rule really plays out in management. Others are closer to the industry, I wonder what Paul would say.

Still, if there is anything we have learned, it is that competitive advantage can turn on a dime.

John