Tench Re..I think you have it backwards. A short while back, AMD's stock price was close to Intel's. Now it's less than half. If anything, the public realizes that it's AMD who's waging the futile price war against Intel.<<<<<<<<
I was not talking about now. I was talking about the investors realizing eventually that the price wars don't work for Intel against AMD, near well enough to make them pay. It may take several more price wars, but if Craig has to absorb a lot more criticism by Businessweek and others, eventually he will get it. Cut it out with the bully tactics. Use your supposedly superior engineering, not marketing, and bully tactics to keep market share. That is how most companies do it. Why not Intel. As for the share price, AMD dropped in half after the bombing, far more than Intel. Go figure. But it just simply means AMD will have that much farther to recover.
Nice try. As any Intel-a-bee will tell you, AMD has sold off several divisions over the past few years in an effort to finance Jerry's vendetta. <<<<<<
Jerry's vendetta according to you, is anyone who dares to provide competition for Intel. But there have been many vendettas in US history. Coke and Pepsi being the most prominent. Their price wars haven't helped either of them . Actually, the legal battle was settled in 94 I believe, Amd bought Nextgen in 96, and within 3 yrs came up with Athlon,. Which actually isn't that long of a time to produce the worlds current reigning , x-86 , performance leader. Until 94 Amd was in business with Intel, to produce x86 chips. It was Intel who used underhanded tactics to try to destroy AMD, (according to the court), and it was Intel who lost the case; but the rewards didn't = the costs. While Intel has profited handsomely, by cutting AMD out of the P6 market, AMD has responded with the Athlon, and could very well, unless Northwood fixes P4 problems, wind up costing Intel the war for supremacy in the short term. One wonders, if Moore had followed Noyces agreement with AMD, if both right now wouldn't be better off, as that would have kept AMD as a cloner, not a leader in x-86, as AMD is threatening to become. As far as selling off of divisions, if you would have read the busineesweek article, you will note that both have been selling off divisions,. Most of AMD's were sold during the 98 price war, when Intel nearly did indeed bankrupt amd. However, it is Intel now who is selling divisions, so I don,t know what you are smirking about.Here is the part of the BW article I am talking about. Barrett's invasion into new markets has been even more dismal. So far, some $4 billion of Intel's more than $10 billion in new investments have produced little. This year, Intel stopped making network servers and routers after some of its biggest chip customers, including Dell Computer Corp. (DELL ) and Cisco Systems Inc. (CSCO ), slapped Barrett's hands for competing against them. In February, Barrett shut down a service for broadcasting shareholder meetings and training sessions over the Web. He shuttered iCat, an e-commerce and hosting service for small and midsize businesses. And he has retreated so far in the information-appliance business that Intel now markets its Web-surfing devices only in Spain. <<<<<
By the way, when did Sanders ever make a prediction regarding the 1998 price war? <<<<
Jerry not only predicted it, he put his money, and AMD's on it, when he built Dresden, against all odds; even against Elmers dire predictions. That has allowed AMD to build close to a one billion dollar cash reserve now, introduce copper, and assure all OEMs of fab capacity. Dresden will also be the home of Hammer, .13 u and SOI.
Then after stuffing the channel in a futile effort to hold that promise, they warn a mere week before earnings. At best, it shows incompetence on his part. At worst, it was a dirty deed.<<<<<<<<<
You must have been talking about 2q-01. I am not so sure it shows incompetence. Most semis were predicting a turnaround in the 2q or 3q01. It didn't happen. but Jerry isn't the only one. If you want to get into dirty deeds, how about Intel waging 3 price wars in the last 4 yrs. |
