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 : Intel Corporation (INTC)
INTC 40.51+0.4%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dan3 who wrote (171040)9/13/2002 2:17:36 PM
From: Noel   of 186894
 
How about if GE picks up AMD for pocket change and invests $7.5 Billion into its FABs?

Or what if UMC or VIA picks up AMD and makes it the chip of choice for Asian OEMs?

Be careful what you wish for....



I really wish that would happen. A non-chipmaker, even a computer manufacturer, that picks up a design house usually ends up spitting it out.

For example, Compaq with Alpha and SGI with Sun. To some degree Apple with the PowerPC alliance. These are people who know the computer business but not the microprocessor business.

Do you really think GE would invest 7.5 billion in FABs
that depreciate most of their value in a couple of years.
GE managers are too smart for that.

The problem is not the capital but managers to use the
capital effectively. This is what Intel has in spades
and other companies do not. Okay, there have been a few
screwups recently but who has not screwed up in the mania
of the last few year?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News