Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

Jan 12 3:59 PM EST

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To: tejek who wrote (52011)	8/22/2001 9:06:24 AM
From: niceguy767	Read Replies (1) of 275872

tejek: "IMO AMD has to reinvent itself once again. The sleeping giant is awake and its p*ssed and wants to fight. I am afraid coming up with a better chip may not cut the mustard this time...it was good for the last reincarnation 2-3 years back but now its time to move up to the next level. Its especially important in a PC market that may be heavily dependent on replacement sales for its growth. That's why I think it may be time for AMD to look at new directions....look for new markets. Its probably not the view shared on this thread but its been my experience that when a company keeps coming up with cheaper, smaller, faster over and over, eventually it becomes redundant and ineffectual. And that can be very bad for business." AMD's primary problem at the moment may be the economic cyclical downturn. Some believe there exists a 4 year semiconductor cycle, which, if true suggests another 6 to 12 months before discernible turnaround signs appear. AMD over the past couple of yeaars has consolidated as opposed to diversifying which strategy, during the last upcycle, proved very profitable...Perhaps the best course of action for AMD is to continue pumping out a superior price/performance product lineup, which virtually assures continued market growth, while riding out the remainder of this downcycle...Not a time for diversification imo, but a time for increasing focus on growing market share in both flash and microprocessors...By so doing, when the semi turnaround occurs, AMD will be positioned to reap profits that will dwarf those of the last two years!

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