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


To: Jim McMannis who wrote (40208)10/27/1998 2:15:00 PM
From: Gary Ng  Read Replies (1) | Respond to of 1573214
 
Jim, Re: You know the Japanese business model don't you? Market share now and profits later.

Korean did exactly the same(copy from the Japanese) and
look where they are now ?

Gary



To: Jim McMannis who wrote (40208)10/27/1998 2:21:00 PM
From: Joey Smith  Read Replies (2) | Respond to of 1573214
 
re:
You know the Japanese business model don't you? Market share now and profits later.

Jim, that business model assumes reasonably stable macro conditions. It doesn't work given the dynmanic change in both technology and products present in the MPU industry. What happens, for example, when KMI becomes the standard, or no one supports S7 OR Slot 1, etc??? These same OEMs who used AMD because of price will drop AMD like a heartbeat...and what will AMD have to show for the 2 years of K6 products...LOSSES! I think you were brainwashed by Sander's mantra of taking share from Intel at all cost. Wrong business model!

joey



To: Jim McMannis who wrote (40208)10/27/1998 4:06:00 PM
From: Paul Engel  Read Replies (2) | Respond to of 1573214
 
McMannis - Re: 'Tell me Paul, how can a lousy chip like the K6-2, with AMDs lousy process technology...run at 400-450MHz? Unless Intel gets to 500Mhz by the end of the year AMD will have caught them in the Mhz race...how can this be Paul? Is there a trend here? "

Yes, Jimbo - can't you see the trend?

The closer AMD gets to Intel, the lower its stock price.

Seems pretty obvious to everybody but you.

Paul