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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (310887)	11/16/2006 3:21:08 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1576610

Ted, > Living on the fat of the land has made INTC soft. Living close to the edge has AMD hard and sinewy. I would not be so sure that the ultimate loser would be AMD. Intel has been through very tough times before. I'm pretty sure Intel can make it through tough times again if the challenge presents itself. Unfortunately, I sometimes see decisions that reflect trying to avoid said challenges, rather than take them head-on. Market segmentation is one example. AMD makes in-roads in a market, we segment it to try and contain AMD's influence while preserving profits in other segments. Works great ... until AMD starts penetrating the other market segments. On the other hand, I see decisions that sometimes turn out to be very forward-thinking. The decisions to start Banias and later adopt it in the Centrino platform are good examples. I'm hoping that we'll make similar decisions that gets us ahead of the trend of pervasive computing. If that means tolerating lower profit margins, so be it. If that means ceding older traditional market segments to AMD, such as desktops, so be it. Anyway, I digress. If we really wanted to, we can lock ourselves in direct mortal combat with AMD and get rid of them once and for all. That's not that hard. But for what? I don't think we should do that, even if the FTC was fine with it. Instead, I think we should venture out further and go beyond traditional PCs. New platforms like Viiv and vPro are just baby steps. I'm hoping for more. Tenchusatsu