Advanced Micro Devices Inc (AMD)

[bobs10]

It's amazing the way all these decisions made so many years ago are now bearing poisoned fruit. Strange is that law of unintended consequences. I doubt that anyone at HP or INTC had any inkling of the pandemonium the decision to develop the Itanium would bring to their businesses. What was even more ironic is the way both companies clung on to Itanium even as the irrelevance of the design became apparent. Even today while HPQ has indicated some nascent awareness of the Itanium problems INTC still blithely trots down the path towards Armageddon.

Then there's the P4. Was there ever a better buggy whip? Talk about a product for yesterday's market that was it. It's funny how mantras get started; well it worked last time, let's do it again. The trouble was that hot brick wall ahead. Again, it seems apparent, from the lack of competition, that INTC spent a very long time trying to put that square peg in the round hole before finally giving up. Never one to cut its losses INTC pressed on far longer than it should have, and I suspect only went to the Israelis out of desperation. Again another bofo performance, but at least this time HPQ wasn't along for the ride. God how does such incompetent management stay in command?

Things have gotten so bad that even Dell is now starting to say good things about AMD. Boy if there ever was an indicator flashing in red neon that has got to be it. The real problem is that solutions don't turn on a dime and the results of these bad decisions, made so long ago, will haunt both INTC and HPQ for a very long time, maybe forever.

Well as they say, “that's the way the cookie crumbles”, the old devolve making way for the new.