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To: Robert Douglas who wrote (80271)	4/30/1999 9:52:00 AM
From: Diamond Jim	Respond to of 186894

Robert, with this kind of reasoning stated below, you better stay away from the AMD thread. you aren't going to be very popular over there.<g> They don't like to hear the truth. jim "Once again, AMD's business plan of pricing themselves into a market where they are at a cost disadvantage will fail. <duh> It will hurt Intel's margins for a while but AMD will suffer more, given their precarious financial condition. Is it any wonder this incredibly flawed business plan has earned AMD the dubious reputation of twice being voted as having one of the worst board of directors in America?"

To: Robert Douglas who wrote (80271)	4/30/1999 9:59:00 AM
From: Burt Masnick	Read Replies (1) \| Respond to of 186894

I have often described in these pages the AMD business plan as "the business plan from hell". I haven't seen any reason yet to change that view. The AMD supporters are enamored of the underdog role and think that this contest between AMD and Intel is some version of Rocky I. In point of fact, in the real Rocky story on which the first film was based, a club fighter named, I think, Chuck Wepner, managed to survive 12 rounds with Mohammed Ali. However, Wepner did not go on to have a very rewarding life, to say the least. But lots of folks love long shots because the payoff is so big and the psychic rewards of being right when everyone else is betting against you are so great. AMD has some genuine achievements and has accelerated the already strong downward drift in PC prices. For that the consumer should be grateful. As an investment over the long pull, AMD has been, to be kind, extremely poor. As a trading vehicle, with violent lurches in both directions, it's been great for those nimble enough and disciplined enough to capitalize on it. Good investing, Burt

To: Robert Douglas who wrote (80271)	4/30/1999 10:19:00 AM
From: Elmer	Respond to of 186894

Re: "Is it any wonder this incredibly flawed business plan has earned AMD the dubious reputation of twice being voted as having one of the worst board of directors in America?" No surprise to me. If you think of AMD as being on a kamakazi mission where their sole purpose is to damage Intel at all costs, it will make much more sense to you. EP

To: Robert Douglas who wrote (80271)	4/30/1999 1:06:00 PM
From: Paul Engel	Respond to of 186894

Robert - Re: "Is it any wonder this incredibly flawed business plan has earned AMD the dubious reputation of twice being voted as having one of the worst board of directors in America?" Patience. I hear AMD's Board of Directors is trying for a "Threepeat". Paul

To: Robert Douglas who wrote (80271)	4/30/1999 2:47:00 PM
From: Tenchusatsu	Respond to of 186894

Robert, you're not alone in your feelings. However, AMD is hoping that the K7 will provide a clear advantage performance-wise over Intel's top-of-the-line Pentium III. If this is the case, then the K7 will be partially insulated against Intel price cuts. However, the rumor is that the K7 is only able to match the performance of Pentium III and maybe even beat it by a speed grade. In other words, a K7 500 MHz would perform on par with a Pentium III 550 MHz. That's not a good thing for AMD, especially since Intel is plowing ahead with a rapid MHz ramp-up. If this is the case, then the hopes will be pinned on a MHz race, where AMD tries to exceed the clock speed of the Intel's fastest product. AMD hopes to do this with their copper-interconnect, their 0.18 micron process, and the hope that the K7 design allows for faster clock speeds than the Pentium III. And, of course, AMD has to accomplish all this before Intel releases a new Willamette processor in late 2000. It's the business plan from hell, for sure. AMD could indeed accomplish this, but the odds are overwhelmingly against them. Tenchusatsu