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To: Dan3 who wrote (165290)5/21/2002 10:12:30 AM
From: Road Walker  Read Replies (2) | Respond to of 186894
 
Dan,

re: But AMD has a strong business plan that seems to be appropriate for this decade's market conditions. Intel's business plan seems rooted in the conviction that the roaring market for 32 bit CPUs, that we had in the late 90s, will return and then go on forever.

A business plan is a piece of paper. Intel's gross margins represent real dollars.

How long have you been touting AMD's potential, right around the corner, and missing what Intel actually accomplishes? Don't you ever get discouraged when AMD's "business plan" never turns into reality?

John