Friday, January 23, 2004 11:21:27 AM
AMD used to be the kind of company (under the rule of Sanders) that would sacrifice profits and cash to "beat Intel"
That was kind of my point. As a long term Intel investor, I would think this kind of thing would be annoying, or even infuriating. I can understand why many hated Sanders.
I've said it ever since I learned of the Hammer core: I just don't think it has anything special that Intel couldn't beat.
I agree with you here. Hammer isn't all that complex. Given Intel's resources, they should be way ahead, but somehow, they are not. Something is amiss. My guess is poor management. Intel has become a bit top heavy. I have no doubt Intel has quality engineers, probably the finest, but management is screwing things up by making bad choices or having trouble planning and executing to plans. They better get their act together soon.
That was kind of my point. As a long term Intel investor, I would think this kind of thing would be annoying, or even infuriating. I can understand why many hated Sanders.
I've said it ever since I learned of the Hammer core: I just don't think it has anything special that Intel couldn't beat.
I agree with you here. Hammer isn't all that complex. Given Intel's resources, they should be way ahead, but somehow, they are not. Something is amiss. My guess is poor management. Intel has become a bit top heavy. I have no doubt Intel has quality engineers, probably the finest, but management is screwing things up by making bad choices or having trouble planning and executing to plans. They better get their act together soon.
HailMary
Recent AMD News
- AMD to Report Fiscal First Quarter 2026 Financial Results • GlobeNewswire Inc. • 04/08/2026 08:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/08/2026 08:12:07 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/06/2026 08:14:57 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 03/27/2026 08:18:49 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 03/27/2026 08:16:34 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 03/27/2026 08:14:59 PM
- Intel shares rise after report of planned CPU price increases • IH Market News • 03/25/2026 03:24:25 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/18/2026 08:16:11 PM
- Advances in Domestic Heavy Rare Earth Minerals Production Essential for North American Defense Stockpiles • GlobeNewswire Inc. • 03/18/2026 01:00:00 PM
- Advances in Domestic Heavy Rare Earth Minerals Production Essential for North American Defense Stockpiles • InvestorsHub NewsWire • 03/18/2026 01:00:00 PM
- China Controls the Metal Underlying America's Trillion-Dollar Tech Economy - OilPrice.com Market Commentary • PR Newswire (US) • 03/17/2026 12:00:00 PM
- China Controls the Metal Underlying America's Trillion-Dollar Tech Economy - OilPrice.com Market Commentary • PR Newswire (Canada) • 03/17/2026 12:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/16/2026 08:48:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/13/2026 08:07:18 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/12/2026 08:23:15 PM
- The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market Commentary • PR Newswire (Canada) • 03/11/2026 02:45:00 PM
- The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market Commentary • PR Newswire (US) • 03/11/2026 02:45:00 PM
- Adeia shares gain after signing semiconductor licensing deal with AMD • IH Market News • 03/09/2026 03:42:24 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/06/2026 09:13:28 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/04/2026 09:27:23 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/03/2026 09:15:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/03/2026 09:13:03 PM
- AMD unveils Ryzen AI 400 processors at MWC 2026, expanding push into AI-powered PCs • IH Market News • 03/02/2026 03:15:12 PM
- AMD Gives Consumers and Businesses More AI PC Options with Expanded Ryzen™ AI 400 Series Portfolio • GlobeNewswire Inc. • 03/02/2026 08:00:00 AM
