SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Hiroller8 who wrote (275871)12/6/2024 11:31:16 AM
From: combjellyRespond to of 275872
 
There is no company so big or so dominant that a determined management cannot fly it into the ground. IBM almost did it and managed to survive. But many don't. Intel never managed to figure out how to turn a profit in low margin areas. Which isn't a problem as long as you can dominate the high margin ones.

Remember Pentium? Huge bet on a new architecture. One that had teething problems, but the killer was it was pretty power hungry and relied on high clock speed for performance. Multiple cores were just not practical for a number of reasons, not the least of which was software. Suffice it to say, Pentium hit a wall, AMD was getting ready to clean their clock with Athlon and they were in trouble. But they also had a plan B in the Core architecture. And that saved them.

Plan B is harder to do with their fabrication process(es). That, and a track record of their process engineers being world class, swinging for the fences and scoring homeruns, meant they got blindsided and hubris kept them there.