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


To: uu who wrote (29604)3/6/1998 8:56:00 AM
From: Jean M. Gauthier  Read Replies (4) | Respond to of 1586987
 
Hi addi,

My question is : How can someone so right about Sun can be
so wrong about AMD.

AMD is a mess, a badly run mess at that.

Sun is well-run, managed and has fabulous products, and a well
excuted strategy since the early 80's.

It has seen the erosion of it's workstation market [Unix in general]
and it is moving to high-profit server platforms [like Compaq did with it's Proliants]

Whats has AMD done that is so great ??

They had to BUY the K6 chip, they could not even research it on their
own !!!

Their own offering, before they bought the K6, sucked !

Finally, when when they had a good chip, they could not execute.

They could not manufacture it in quantity, and their yields
were exhibiting incredible incompetence.

Just my opinion,

Take care
Jean



To: uu who wrote (29604)3/6/1998 10:59:00 AM
From: Pravin Kamdar  Respond to of 1586987
 
Addi,

Thanks for the interesting article. Anyone know the number of PC units shipped into the corporate market versus the consumer market? Intel is losing the consumer market (except for high speed gamers). Indications are that the corporate market may soon be hit by a low cost wave. It seems that Intel will only be able to prop up margins in the workstation and server markets. But, SUN is aggressively lowering prices there. Competition is a wonderful thing for the consumer!

Pravin.



To: uu who wrote (29604)3/6/1998 1:12:00 PM
From: Brian Hutcheson  Read Replies (1) | Respond to of 1586987
 
Addi + all , Boot magazine march issue has a very interesting article
with title "the death of the high priced PC"
It shows how Intel is feeling the results of the $1000 PC .
If anyone can access the article on line , please post .
here is url :-
bootnet.com
Brian