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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: Charles R who wrote (46415)7/6/2001 3:42:32 PM
From: Road WalkerRead Replies (1) of 275872
 
Charles,

re: Generally speaking, I agree. But in the context of semiconductor business, it is hard to find companies that are successful/profitable in the long term with small market shares. Think hard and see how many examples you can comeup with.

I can't think of anyone that has been long term successful in the microprocessor business, large or small, except Intel. I just don't see how AMD can compete if they start to lose money.

John
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