Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.02

+6.4%

Jan 13 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: milo_morai who wrote (51985)	8/22/2001 12:47:14 AM
From: tejek	Read Replies (2) of 275872

I believe my points made much earlier were that I didn't see the need to release Palomino at this time with LOW PC sales and a slight delay in release was prudent. It doesn't mean AMD has a scaling issue. They may have some trouble shifting over product runs, we really do not know. Milo, I don't know whether AMD is encountering scaling problems with Morgan but I do agree that with low PCs sales why release Palomino. I would like to see AMD take some of their current assets of $1.5 billion and go out and buy another company that allow for greater diversification tof their product lines. I afraid that microprocessors and maybe even flash may not cut it in the future as major growth stimulants for AMD. If AMD could find a chip company without a lot of debt and a good product line, it could probably get it for a very good price given the current state of the industry. What do you think? ted

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next