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: FJB who wrote (65401)	7/15/1999 12:05:00 AM
From: Mani1	Read Replies (2) of 1575267

Robert Re <<I was left with the impression that unless everything falls into line for Q4, AMD will not remain an independent company. I'm guessing everything will not go perfectly and the stock is valuable as a takeover play. Does this sound reasonable or not?>> Your analysis does not sound reasonable to me. I find it hard to see who would want AMD if its product can not make any money. If the x86 market had many players consolidation would be likely as competition heats up. But as it is (with only 2 players) I don't see AMD as a take over target. If AMD screws up with the K7 it will go out of business. I for one think that despite the horrendous financial result, AMD is making progress in process technology and design architecture. K7 gives AMD its first chance (and perhaps its only chance if it does not execute) to compete directly with Intel's top of the line processors. I think AMD is a good buy based on its own potentials but not as a take over play. Mani

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next