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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 9:30 AM EST
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To: Dan3 who wrote (154996)1/14/2002 10:19:38 PM
From: Dan B.  Read Replies (1) of 186894
 
Dan,

As an unbiased observer who wandered into this space due to noticing some praise of greg s. elsewhere(concerning Ayn Rand), I'll note that you appear to be correct. Greg s. has himself posted information which indicates AMD intends to remain in the embedded market(post 154998- "...to move to the embedded Duron in the two-and-a-half-year period. We're essentially transitioning to a higher performance product for embedded," said Smith), and believes its strategy of switching to Duron based embedded products will offer better embedded value. They do appear willing to sacrifice at least one customer to make this apparently too swift switch. So unless I'm missing something, and final results aside, it is difficult to imagine how one can defend the statement "AMD has shuttered its embedded division," when in fact AMD states they are moving ahead to offer a more advanced embedded product.

Lessons/comments welcome,

Dan B
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