Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: TimF who wrote (143096)	3/6/2002 12:42:10 AM
From: tejek	Read Replies (1) of 1579783

What's your opinion of the merger? Both for the companies involved and how it effects AMD. Frankly, I have had a hard time following this one. Everyone involved seems so aggravated. However, I think in general consolidation is good and necessary for the PC business. I think it will be good for AMD as well but my reasoning is weak...... usually the larger an org. in an industry, the more likely it will maintain relationships with several vendors due to the diversity of its product line and its desire to get competitive pricing. Why its a weak is because IBM and Dell up end that theory very nicely. Somehow, though, I think the combined HWP/CPQ will end up doing more business with AMD than Intel.......that's a hunch and not based on fact. What do you think? ted

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