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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (84758)1/4/2000 5:42:00 AM
From: Amy J   of 1575730
 
Hi Kash, RE: "But their excellent overall strategy is FLAWED IMHO."

I think the jury is still out.

RE: "IMHO, if they were serious about hosting BUY EXODUS."

I (strongly) disagree. Why buy Exodus? Do they have IP?
On a separate note:

1/2/2000 redherring.com, Rafe Needleman, Editor
"It's becoming easier to build than buy, Halsey says. It's
not that much slower, and it is much, much cheaper." [CNet]

RE: "if they are serious about GRAPHICS BUY S3/NVIDIA NOT C&T."

Think about the market, and the market priorities. So, at what cost?

RE: "CUSTOMIZED solutions BUY LSI or VLSI(before phillips picked them up)."

Not my area of expertise. What happened here?

RE: "Their overall strategy has made sense to me, the execution details have not."

I think it has to be looked at from the perspective of the total business. Also, your list excludes several successful ones.

Great post and good analysis. I enjoyed our interchange. Thanks.

Regards,

Amy J
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