Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (74365)	10/6/1999 9:24:00 PM
From: greg nus	Read Replies (1) of 1572816

Last May when speaking to Sanders I suggested be consider keeping CPU and flash and jetison everything else while the market was hot for spinoffs, and reinvest all the proceeds in the two core holdings. He seem suprised when keeping flash was suggested but now having reflected he was calculating. He asked me why keep flash? it's been disapointing performer. I shot back to him, inspite of the weak performance Flash held the best promise for the future. AMD is the industry Leader in Flash and with the growth in Cell phone communication devises and digital camera Flash demand has not yet hit it's stride or full potential. With the announcement of the Communications Group up for sale it appears Sanders is commited to continuing in the right direction. Amd is however not selling all the product lines of Communications group. He intends to keep the products that will well position AMd for intgrated solutions in communications through a combination of CPU flash and communication chip capability. This is a further departure from following Intel.

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