To: John Hull who wrote (144706 ) 10/4/2001 5:18:18 PM From: wanna_bmw Respond to John, thanks for the link. I like the contrast between the two CEOs.AMD's Sanders can barely contain his emotions when he talks about Intel. "This is a fascist organization that uses intimidation of their customers and the rest of the infrastructure guys to make our lives extremely difficult," he says. "This is their 'cut off the air supply' strategy. No matter what they say, they want to be an out-and-out monopoly. If we're gone, there is no competition, and if you believe, as I do, that competition is the key to innovation, we'll lose that too." [I love this line]. "There's another reason we're attacking their business model, and that is that the entire PC hardware industry, thanks to Intel, has become an unstable molecule. It's unreal, it's unbelievable, that a company is making as much money as they are when all their customers are suffering huge losses, and have delegated most of their R&D to them." Grove's explanation for the missteps sounds a whole lot less geeky: "The past two years have been rough, no question, and there's a whole litany of factors, but there's one you probably haven't heard: The disappearance of our COO. When Craig got kicked upstairs he could no longer play that old role, and it took a while before people spread their attention, capabilities, power, influence, and competence into the vacuum he left behind. Only now have we gotten back to executing like we ought to." In other words, it was a human failure, not a design flaw.
