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To: Road Walker who wrote (170199)8/27/2002 7:50:08 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
RE:"And $12 Billion in mostly wasted acquisitions, that have reduced processor earnings by, WAG, $4 to $8 Billion in his tenure. Not chump change, Jim."

I threw that in there on Andys watch. I guess they forgot to stick with where the profites were.

RE:"And early on, losing the performance lead to AMD, because he was focused on his new companies"

I see that as on Andy's watch too. It's really a lot to ask for a company to maintain a clear performance lead consistently over a long period of time. It's bound to happen. The proof of the pudding is how fast a company can react. As large as Intel is, they reacted pretty fast. So AMD got up to 22-23% market share. That's still not a lot.

Jim