Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (84758)	1/3/2000 10:46:00 AM
From: Bill Jackson	Read Replies (1) of 1573091

kash, You are quite correct in stating that Intel needs to buy the leaders to assume a lead role. Buying those 2-3 tier defeated companies involves an implicit assumption that they lost for want of money? However these companies lost their place through lack of good tech and the markets/buyers decided. They are doing some good things in getting larger patent portfolios with which to force deals from the other players, but for most of their buys they show lack of foresight and excess miserliness. I am sure they do not want to expand shares without limit by paper transactions and some of the front players have earned large caps and would need huge amounts of cash/loans to swallow. So they are doing at least one good thing...looking for tiny creative places where a few $$ can make a large difference a few years down the road. Bill

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