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

To: Bill Jackson who wrote (25966)	11/14/1997 10:44:00 PM
From: kamal hingorani	Read Replies (1) \| Respond to of 1581342

In most jobs, you should consider yourself lucky if you get a second chance. Well Jerry is being given a third chance......

To: Bill Jackson who wrote (25966)	11/15/1997 1:06:00 AM
From: Ali Chen	Read Replies (1) \| Respond to of 1581342

Bill, <AMD found itself swimming with cyrix and a humungous large aggressive frog.> I find your analogy inaccurate. I would say that there was a big agressive-paranoidal frog in a pond with tasty lucrative chips-insects, with 100-200% profit margin. AMD did not "find itself" in the pond, it is making many deliberate attempts to jump there and eat the same lunch, even if this will shrink the profit margins down to 30% - still much better than anywhere else. Some idiots here have suggested many times for AMD to quit the CPU market - the stupidiest thing ever being suggested. Until there are 100% profit margins, companies capable of CPU design will try to jump in the pond. <Intel played to an explosively growing market.> Intel creates the explosive growth artificially, using deceptive advertizing and false and misleading benchmarking. Using your analogy, if Intel would be in the cremation business, they would find the way to kill people to expand the market. The major part of this conspiracy is Intel cooperation with M$ who always is willing to provide an "upgrade" for products such that it will feel good only on the top Intel's offerings. Example - Office 97. It works much SLOWER on the same computer as previous Office95, much slower. <AMD stayed around $1 billion for years.> It does not seem to be true as well. So far I found only few numbers: in 1974 their revenue were $26,5M, in 78 - $100M, in 91 - $1200M, 94 - $2100M. Only the last three years are flat at $2.2B. <Another company in a similar position to AMD is Apple.> Apple just choose to land in a drying pond since the pond of Big Frog saggs the ground of Open systems Developers and all the creeks started to sink towards the Big Pond. That's it. Ali