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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (65410)7/15/1999 12:18:00 AM
From: michael liu  Read Replies (2) of 1575490
 
"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."

Wrong Wrong Wrong.......
AMD owns a lot of good stuff. Flash memory and CPU.
IBM, HP are both good suiter. AMD has now own a superior technology.
The only problem is that it can't product enough in a short time.
IBM has huge and more sophiscated fab, the best in the world. IBM
is always eyeing customer PC market. It helped Cyrix and has OS2.
This market has unlimited protential.

But, I don't think AMD wants to sell now.

Michael
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