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To: Jim McMannis who wrote (46980)2/2/1998 7:26:00 PM
From: Road Walker  Read Replies (2) | Respond to of 186894
 
Jim, re: AMD= "It's a page from the Japanese business plan...market share at all costs."

I won't say that that is a bad strategy, because it has worked in certain product categories. However, to take on a company with Intel's technology, share and execution ablities, with this strategy is a major strategic error. "At all costs" is precisly what AMD has practiced, a chart of their stock price represents the "cost" to their owners.

A good strategic plan OVER-estimates the abilities of competitors.

John




To: Jim McMannis who wrote (46980)2/2/1998 10:54:00 PM
From: Larry Loeb  Respond to of 186894
 
the Japanese business plan...market share at all costs

Jim,

That strategy only works when the company challenging on price has greater ability to absorb losses than its competitors.

The Japanese companies did this to Intel in the memory market in the mid-eighties forcing Intel to retreat.

Intel is now in a position of strength relative to all of its competitors. They can't succeed by competing on price alone.

Larry


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