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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: hmaly who wrote (56543)	9/27/2001 1:50:08 PM
From: Milan Shah	Respond to of 275872

Damaging Intel is AMD's only purpose as long as Jerry stays at the helm. Not profits (except to fund more attacks on Intel), not shareholder value, nothing but Jerry's singleminded hatred of Intel Having a common, named, enemy is a very effective way to rally and focus the troops and getting things done. Jerry's use of Intel is actually very, very, clever. If he hadn't done that, the company would have disintegrated completely a long while ago. Consider the situation right now - don't you think there are a 100 different voices inside of AMD suggesting how to fix the company right now? I bet there is some thinking that they should focus on chips used in higher growth industries like flat-panel displays; I bet there are some that want to get rid of flash altogether; I bet there are some that want to get rid of processors altogether; some want to sell the company, others want to acquire. These are all very sharp, intelligent people, with well thought out plans. Someone in Jerry's (or any CEO's) position has to galvanize and focus these sharp, independant, thinkers. Consider Microsoft - it is no coincidence that they have a reputation for "copying" others' innovations. This is because what they are good at is identifying an enemy, then focusing on them. Whether its WordPerfect, or Lotus, or Novell, or Oracle. Milan