Formerly About Advanced Micro Devices Message Board

STOCKTALK

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.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tenchusatsu who wrote (81829)	12/2/1999 8:29:00 PM
From: Elmer	of 1576159

Re: "I'm still reminded of Atiq Raza's quote (paraphrased), "Profits are a good deodorant, but we stink." I think AMD's booming Flash business could be serving as that deodorant right now, at least during the time span between now and Fab 30's ramp-up. A lot of AMD's potential to break even this quarter rests on the boom in Flash. Of course, flash is hardly a topic that comes up on this thread, since people are too focused on discussing Coppermine and Athlon. Yeah, I know, AMD's future rests on Athlon, but still." As an investor, I can't help but ponder where AMD's share price might be if AMD had chosen to pump all those $$Billions$$ pissed away on fighting the evil empire, into their profitable product lines instead? They once owned the PLD business but sold it off to fight Intel. The killed off the 29K product line because they needed the money to fight Intel. They are talking of selling off the communications line because they need the money to fight Intel. How long until they sell off Flash because they need the money to fight Intel? Where would they be today if they had instead pumped that money into PLD, the 29K, comms and Flash? Instead they dumped $Billions$ into processors which is still a money loser. Lucy keeps saying "this time it'll be different" and Charlie Brown still kicks at that football.... EP

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next