Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Mary Cluney who wrote (142364)	8/29/2001 1:37:05 PM
From: fingolfen	Respond to of 186894

I am not a big fan of Jerry Sanders and I'm not invested in AMD (long or short), but don't dismiss Jerry Sanders so easily. Didn't mean to imply I was dismissing him easily... He has been competing against Intel for over 30 years and his company is still in business. Jerry is a survivor and he is a good salesman. He can go on TV and make a case for his company (AMD) - something that no one at Intel can do for Intel. Above all, no one here on SI is going to teach Jerry Sanders survival techniques, marketing and sales strategy, or media/analyst manipulation. Give credit where credit is due. I agree that Jerry's done a good job of keeping AMD hanging in there. AMD's always going to have a stalwart core of supporters, much like Apple. I just question the ability of the company to convince the public that an apple is an orange. If AMD comes out with a PR on their parts, then Intel is going to show benchmark after benchmark that shows that the PR rating isn't valid and that the P4 really does outperform the K7. Even if AMD somehow manages to convince the world that MHz doesn't matter, Intel has been touting the P4 as the "performance where you need it" chip, and they have benchmarks to back that up as well. I don't see a PR-based marketing scheme for AMD that isn't perilous. I don't think this is "the end of AMD." I do, however, think it really puts a damper on their high-end plans and leaves the company firmly mired in the "value" segment of the market. AMD as never been able to realize the high price points they need to stay profitable for any length of time. Their current guidance indicates they'll be at or near their "record level of processor sales," yet will still record a loss this quarter. This is NOT the scenario which was spun as early as Q1 of this year.