Eric,
re: "This has been discussed a lot, but the reason AMD people doubt Intel Capital and its other initiatives is not because AMD people view them as bad areas, but rather Intel's adventures into them, as badly done.
Huh? Have you taken a look at Intel's return on their investments? Have you read why Intel invests in these companies? Do you have a clue what you are talking about?
re: Whether or not these forays will ultimately be successful, and whether they have led to problems for the core business that is responsible for 100% of the profits, is what AMD people wonder.
Wonder away, Eric. AMD, on their present course, will always be limited by the growth or lack of growth of the semiconductor industry, and how much market share they take from or lose to Intel. In all the years I've watched these companies, AMD has had one success, the Athlon. AMD has taken on a lot of fixed costs, if they were to start losing market share, and/or when the next industry slowdown occurs, AMD will be in a lot of hurt.
Intel is expanding into other higher growth areas. Will they all be successful, no. Will some be successful, yes. It's a matter of leading or following, AMD has always followed, Intel has always lead. Intel has always rewarded their stockholder, AMD has rewarded their stockholder for six months, before that, it was dead money.
Maybe that's why your own short term options instead of stock.
John |
