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

To: Scumbria who wrote (50179)	2/19/1999 8:50:00 PM
From: greg nus	Respond to of 1580179

Condensed history of AMd. Started out making circut boards and conponents did ok. got liscensed to make the x86 chip no thanks to intel and thanks to IBM. Sanders actually beleived Intel would let him co-exist in the marketplace starts marketing the third generation x86. AMd builds a better mouse trap improves on the intel process through reverse engineering in the fourth generation. stroke of genius, strikes an open nerve with Grove, turning him parinoid, legal battle insue Sanders bets the company and wins. AMD progresses. AMds knowing it's liscense for the x86 runs out so AMd plowed moeny into diversification as a hedge to offest the possible loss of microprocessors. the side lines were in fast flowing makrets were it's even more competive than micorprocessors so the margins are smaller and the truns in the road get sharper and sharper. AMD wins the court battle but intel raises the stakes with pentium and AMd is not ready and struggles to play catch up all through the fifth generation. Facing continued difficulties buys nextgen for it's sixth generation and future iterations. Dissapoints share holders with massive dilution, repricing of options and week production. Pulls off and incredible coup for a second fab in germany. finally catches up with intel as the end of the sixth generation draws near. Along the way they nail the migration to shrinking chips sizes to get to cheaper dice, get the new fab 30 up and running and expand production capability at fab 25, while doubleing capacity from migration process, soon to be inhansed further with conversion to 300mm wafers..Now what would I do If I ran AMD. read next post

To: Scumbria who wrote (50179)	2/19/1999 9:03:00 PM
From: greg nus	Respond to of 1580179

Scum, beside what i said before about running the breakeven I would jettison. all assets non esential to flash orl microprocessors NOW what ever I got for the assest I would use to pay down debt to imporve my credit rating or use for increased production equipment. immeadiltly start looking for a third suitable site for maga Fab 3 preferable in asia where i could get more bang for my buck, bring that pupppy on line as quick as I could to support my efforts to gain 50% market share while running at a breakeven.