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

To: david alexander who wrote (36826)	9/8/1998 11:48:00 PM
From: Maxwell	Read Replies (2) \| Respond to of 1570845

<<Why so much effort for such a poor performing company as AMD has been? >> There are 2 main reasons why Intellabees hate AMD. #1) AMD is ruining Intel plan of being a monopolist. Greedy Intel investors understand this and wished AMD would rolled over and died so that Intel would charge consumers exhuberant price for the CPU and thus would make their stocks would go up. #2) These Intellabees were once AMD investors and have losed big money due to AMD misteps. They are pissed and want vengeance. The truth is that AMD will not go away. AMD has finally got a competitive product to Intel. It is cheaper to make and superior to what Intel has to offer. AMD will give Intel tough competition throughout this year and the next year. Maxwell

To: david alexander who wrote (36826)	9/8/1998 11:51:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1570845

Re: "I am constantly amazed at how hard some people have worked at trashing AMD " It's not hard work at all! In fact it's quite easy. EP

To: david alexander who wrote (36826)	9/9/1998 12:10:00 AM
From: Yousef	Respond to of 1570845

David, Re: "I have been an occasional poster and regular lurker on this thread for a long time ... " Then you know how much AMD HYPE gets posted on this thread ... I want to give additional IC process information so investors can make a more informed decision. I feel really bad that many have bought into the HYPE and lost a lot of money. For myself, I invested in AMD on the "short" side. BTW, I don't believe that the situation between Intel and AMD has changed in IC process development and in fact, AMD is continuing to "lose ground". Make It So, Yousef

To: david alexander who wrote (36826)	9/9/1998 3:17:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1570845

David, I have been an occasional poster and regular lurker on this thread for a long time and I am constantly amazed at how hard some people have worked at trashing AMD and defending Intel. Why so much effort for such a poor performing company as AMD has been? You guys have lots of good info to relay that isn't just a waste of everyone's time and bandwidth. How about a little less rhetoric and some more info. Well, you see a lot of trashing and rhetoric from both sides of the fence. Don't believe me? Then ask anyone about Fuchi and his obsession with Intel's downfall. As for AMD trashing, I think Elmer said it best. He and I don't necessarily hate AMD as an engineering firm itself. We just don't like Jerry Sanders, the CEO. I personally believe that AMD has and will implement some nice design ideas, like the easy-to-implement 3D-Now instructions and the Super 7 platform. I know very little about the upcoming K7 and its platform, but I'm willing to bet that the design will be a very good one as well. Plus, the K6-2 is the currently the best of the non-Intel x86 processors out there. However, Jerry Sanders is so intent on playing chicken with Intel that AMD is betting the entire farm on a high-risk business strategy. They are expanding their manufacturing capacity well beyond the needs of the market, meaning that they MUST take market share away from Intel, or they'll lose big time. But in order to take that market share, AMD is pricing their products so low that it's unclear whether they'll ever make a profit in the near or far term. This low-ball strategy may be great for the consumers, but it pisses the heck out of AMD's shareholders. Intel's shareholders are peeved as well, since AMD is not only forcing Intel to partially cannibalize it's historically high margins, but also forcing the entire x86 market into a bloody battle where even the victor (whoever it might be) won't emerge unscathed. OK, so Intel's high margins wasn't going to last forever, and it does take an AMD to force Intel to redirect its own business strategies around a new "inflection point" of sub-$1000 PC's. But it still does not change my opinion that AMD is being run by an egomaniac who would sacrifice profitability in order to pull down the "800 lb. gorilla." Tenchusatsu