Bump for a real man. No Public "Relations Offiicer" here.
Flash memory- We have a design that is only 80 square mm in a 130-nanometer technology, compared with maybe 136 square mm for the [Intel] Pentium 4 [processor]. So we outperform the Pentium 4, and our die size is much smaller.
Intels communications bid-but they lose over a billion dollars on it. The only place they make money is in microprocessors. In the processor business, only one market matters, and that is the PC market.
Aren?t embedded processors outgrowing PC usage?-Forget about it.
Microsoft-Microsoft (MSFT) rules. They won. In case you missed it,...So if you can?t make it in the PC-processor business, you?re screwed, because the volume elsewhere won?t enable you to generate enough revenue to support your design effort
INTEL-AMD? [We have] eroded their margin from 48 percent to 24 percent. And, at AMD, we see that the answer is not more factories, but better design.
-Our issue isn?t with producing; it?s getting orders away from a monopolist who makes very aggressive deals.
-1986. That?s when they refused to honor the agreement.
-They sued me on that, and they lost that time, too.
-We beat them to market, which made them furious. They ran out of clock speed at 1.13GHz and recalled the part. In fact, there was a lawsuit filed in December against Intel. It points out how Intel introduced these products earlier than they had historically done, to stop AMD from getting customers
What's next for AMD?-When we introduce that device?and we will?for the first time, we?ll have clear unquestioned superiority over anything Intel?s got. Having said that, we?re starting to hear what I?ll call more Intel FUD [fear, uncertainty, and doubt]. Vapors are drifting out (?Well, maybe they?ll introduce an x86 with 64-bit instructions; stand by.?) because customers are telling Intel, ?We don?t like Itanium; we like Hammer.? If they would do that, I?d say it?s an acknowledgment and a validation of our strategy. AMD?s challenge will be to ensure that the customers aren?t dissuaded from going forward with an AMD Hammer solution, waiting for Intel to come out with their ?sometime later.?
Gotta love his candidness