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Politics : Formerly About Advanced Micro Devices

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To: Van Vo who wrote (74440)10/7/1999 1:35:00 AM
From: Yougang Xiao  Read Replies (1) of 1572896
 
Van Vo: <<I'd recommend this guy better going back school to study some recent history. Doesn't
he remember what going on at Texas Instruments a few years back? TI disbanded it
microprocessor unit, sold the whole of its defense industry, its printer and its memory
business to focus solely on DSP business.

And look at how sucessful they are now; since the sale of its Memory unit (over 3 years
ago), their stock has been splitted twice and moved from $11/shr to the over $91/shr
yesterday.

He might be right 10 or 15 years back. But today with the rapid advancement of
technology and the highly competitive market condition, in order to be successful AMD
has to stay being focused and doing extremely well in only a few areas of their expertise,
which is microprocessor/flash-memory businesses, rather than doing so many things and
not very goods at any of them.>>

Thank you for your spirited defense on AMD's strategy! As an AMD investor, let me try to drive my caution on AMD's cpu focus to extreme:

When TI decided to focus on DSP, were there any DSP biggies as AMD vs. Intel in CPU today?
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