Letzte Woche ist ein Schreiben von AMD-Boss Jerry Sanders an seine Mitarbeiter aufgetaucht. Hier die wohl interessanteste Passage:
Intel's long-term response is to invest $7.5 billion to move to 300-mm wafers and migrate to 130-nanometer technology before we can to offset our cost advantage. This response will fail. By the end of next year, 100 percent of our production in Fab 30 will be on 130-nanometer technology. Their near-term tactics are to subsidize their higher-platform-cost Rambus memory solution, to discount P4 in the consumer market with an inferior SDRAM solution (described as "a Porsche with bicycle wheels"), and to lavish market development funds on (i.e., "to bribe") and to intimidate beleaguered customers to stay with Intel. They are heavily promoting raw clock speed rather than delivered performance in an effort to drive us from the marketplace. This response will also fail. AMD will endure. Truth is on our side. As Abraham Lincoln said, "You can fool all of the people some of the time, and some of the people all of the time, but you cannot fool all of the people all of the time."
Intel is terrified at the future prospect of competing with our eighth-generation Hammer family of processors. We believe Intel recognizes that they have made an enormous blunder with their approach to 64-bit computing. Intel's Itanium solution will require users to rework or replace every piece of software they have. The AMD x86-64 solution will deliver unsurpassed performance while enabling customers to run legacy software and migrate to 64-bit computing at their own pace. We expect that the marketplace will embrace our approach. We will successfully overcome the competitive obstacles. We have the people, products, partnerships, plans, and resources to execute our own winning strategy, which is based on outsmarting rather than "out-muscling" the competition.
Hammer is the future! We can't let the bad guys win!
Den Rest des Schreibens könnt Ihr bei StockTalk nachlesen ... THX @Thomas für den Hinweis :-)
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