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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (63720)6/29/1999 3:10:00 PM
From: tejek  Read Replies (2) of 1578272
 
Scumbria:

RE: "There is no money in the low end."

By concentrating AMD in the high end aren't you simply reversing its current position at the low end? Which is, in my opinion, what made it so vulnerable in the first place. To put all your eggs in one market 'basket', I think is the problem and not whether its in the low or high end. INTC is diversifying like mad, buying companies like level one, and that is what AMD needs to do if it can make the jump to profitability. The pc chip market is a maturing industry and is too cyclical. A company needs to move into growing segments like telecomm in order to keep growing.

I know you didn't ask but I thought you would like to know my opinion on the subject.

ted
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