Tejek, RE: "And there are some industry officials who do not think that with the advent of information appliances, any one company including intc will dominant the chip business."
Tejek,
You said, "...dominant the chip business," but did you mean to say, "...dominant the chip business in this market segment." i.e. low-end IA
If not, does this imply someone thinks IA CPUs will replace Server CPUs. Incomprehensible to me IMHO.
IA is equivalent to a client (i.e. desktop/HH/device) just portable in many cases. By analogy, one could think of an IA as the client-side of the equation, but not the Server-side. The Servers will pump data to IAs. So, I do not understand your comment re: they do not think anyone will dominate the chip industry (by revenue) because of IAs. Server increases as IA increases IMHO. IA may not have a dominant player (I don't know, but am getting a sense it doesn't), but Server will have a dominant player IMHO.
However, I'm interested in understanding your comment more because I believe there might be merit to: "no dominant player in the IA market segment," which would make for an interesting discussion.
RE: "And there are some industry officials who do not think"
Could you provide the article to this? Am sincerely interested in knowing the person's reasons behind this.
RE: "However they are incurring some extraordinary (extraordinary in terms of accounting language) like acquisitions"
How does this differ from Cisco and Microsoft?
RE: "amd is cheap for a chip stock."
So was Continental before they went bankrupt. I believe the statement needs to be qualified with reasons. I understand K7 received great benchmarks last night, but what I'm missing is information on the financial side of the equation with respect to potential production issues which may result due to design shortcuts, yields, no fab capacity, etc. And the impact of the losses. Did anyone run numbers in a spreadsheet on the variables? Am curious.
My question is: with a reasonable K7 and AMD at this low price, would there be a buyer who would be interested in AMD at this price? And since AMD's long-term prospects appear slim, I would think AMD management would seek an MNA partner when the "technology story" is at their best. What is the acc debt/share? My sense is: K7 was AMD's gasp at a buyout story. Your thoughts? Anyone? Unfortunately, I don't know the semi industry enough to know if this would be even a remote possibility. Paul, your thoughts?
Regards,
Amy J |
