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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 220.91+6.4%3:59 PM EST
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To: tejek who wrote (52003)8/22/2001 1:11:05 AM
From: kash johalRead Replies (2) of 275872
 
Ted,

Re:"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."

Well you sure dont understand this business. AMD introduced a great product in the AThlon. Then they set off to improve it. Make it faster, smaller, cheaper etc. All semi companies do this as they have to keep running to maintain sales/margins.

Unfortunately for AMD their incremental version is late, slow and/or yields poorly. And this is BAD NEWS. AMD needs FASTER chips that are CHEAPER to make - right now they have neither with palomino.

re:"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."

Huh??

Such a company would need to have sales in >>$1bn to impact AMDs bottom line.

Such a company would need to be growing rapidly (30%++ per annum) in todays down climate.

Such a company would need to be profitable to defray huge potential lossess.

Such a company would be worth north of $10bn++

Such a company likely doesnt exist and if it did AMD couldnt afford them.

regards,

Kash
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