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To: John F. Dowd who wrote (74015)2/19/1999 12:33:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
John - Re: "What these bozos don't understandis that AMD can't make a profit because they can't execute- from R&D to fab they are unable to realize the margins necessary at their meager levels of production. Just when they begin to get to the break even point INTC drops the price of the old and brings in the new at a higher price and AMD can't keep up."

Amen Brother John.

You have clearly described AMD's plight - and the plight of AMD's unfortunate investors.

Paul



To: John F. Dowd who wrote (74015)2/19/1999 11:09:00 AM
From: Tony Viola  Respond to of 186894
 
John, >>>Amen brother Paul! What these bozos don't understandis that AMD can't make a
profit because they can't execute- from R&D to fab they are unable to realize the
margins necessary at their meager levels of production.<<<

I agree with you, but, to be fair, how much of it is because of Intel's excellence, and how much of it is because of the competitions's bumblings. I have a strong feeling that if the leader in the field were Motorola or TI, Instead of Intel, AMD would be reasonably profitable right now. And don't laugh, Motorola and TI were, at different times in the 1980s, first in the world in semiconductor shipments per year. I think we just have a far exceeds company in Intel that nobody (except IBM) can keep up with, and that's IBM in technology and manufacturing, not product planning and marketing strategy.

Just a thought.

Tony



To: John F. Dowd who wrote (74015)2/19/1999 11:32:00 AM
From: Scumbria  Read Replies (2) | Respond to of 186894
 
John,

AMD would be making lots of money this quarter, if it weren't for the rapid ramp in Celeron price cuts the last couple of months.

Intel is able to afford these price cuts because they have other products, like PII and Xeon, that have very high margins.

Intel's plan is to put AMD out of business, then jack prices back up.

Scumbria


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