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

To: Yougang Xiao who wrote (54449)	4/6/1999 4:13:00 PM
From: Steve Porter	Read Replies (2) \| Respond to of 1570578

Yougang, Well I'm not sure exactly what stance you are asking me to define. Do I think AMD can afford to sit around and do nothing. No. Do I think they have to run full speed ahead with their eyes closed all the time. No. Do I think AMD's management is a joke.. YES. Do I think AMD could be a serious competitor to Intel (read a profitable one) with different/mature management HELL YES. AMD's problem isn't technology.. it's management. Management that has doomed them from the get go. Regards, Steve

To: Yougang Xiao who wrote (54449)	4/6/1999 5:00:00 PM
From: Joseph S. Lione	Respond to of 1570578

Yougang - "would you consider these shortcomings of AMD as listed above as "no choice, but have to" or as its corporate culture by-produced mistakes?" BEfore AMD got to the point of "no choice, but have to...", they articulated their strategy of taking Intel head-on, using price (according to its defenders to establish a base). Did they think Intel would not respond? Perhaps they did, reasoning that Intel would not defend the low end. They were wrong. Joe