Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Yousef who wrote (48784)	2/5/1999 9:26:00 PM
From: greg nus	Read Replies (2) \| Respond to of 1571782

First. Intels declaration is not news. AMD has been @ war with Intel for the last 15 years. During that time AMD has grown stronger and a more formittable foe. True Intel has grown faster than AMD but its growth and size has not effectivly been used to force AMd to the point of surrender, for that matter intel has lost the battle of attrition. As a smaller more agile competitor AMD has managed to ... continued in next post

To: Yousef who wrote (48784)	2/5/1999 9:37:00 PM
From: greg nus	Respond to of 1571782

AMD struck hard at intels soft under belly(under 1000). AMD's 3dnow was a singinicant engineering improvement. Consumers and Manufactures alike bought it like hot cakes. The point is all of intel resources could not pull this off. In short Sanders was able to make Barret look inept as a field commander. To prove the point further. Baretts response to AMD capturing strategic territory ...continued in next post

To: Yousef who wrote (48784)	2/5/1999 9:58:00 PM
From: greg nus	Read Replies (2) \| Respond to of 1571782

The under 1,000.00 soil is the tuffest ground to hold. It's trench life, and I got to tell you I like General Gerry Sanders in the trenches. Anyone who has ever made marketing decisons knows droping prices below your competitor is an admission of weekness not strenght. Barett has comitted a strategic error, a costly error, temporary descructive to both sides as indicated by the price declines in both intel and amd. Barett's decision is politicaly unpopular, he will come under criticism, from goverment, and stockholders alike. AMd lacking in credibility has nothing further to loose and can only advance in regaining credibility. Sanders five year plan was to position AMD to produce 20 to 30 million chips @ asp $50.00. He seem to be better positioned in the trenches than Barret who appears to be looking for the trench...more