Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

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To: dougSF30 who wrote (156162)	4/13/2005 8:39:55 PM
From: neolib	Read Replies (2) of 275872

They've lived hand to mouth for 10 years as well, selling off bits and pieces here and there. Do you remember when AMD was one of the dominant programmable logic vendors? They also had some really cool fast logic lines in the 1980's, and a nice early 32-bit RISC line (29K family). AMD EPROMS and FLASH were always well regarded. AMD could have been Altera, MIPS, a dominant Spansion, and a good chunk of Intel. It can just never quite convert to a dominant position, or a really profitable position. Now it's just CPG at <20% of the dominant player. Quite a change for 20 years. Great technology though, for a fraction of Intels R&D. Look at the history of the K7/K8. Great technology, and a few quarters of really nice profits. But the K7 is almost EOL, and K8 is surely about half over. K8 needs to generate lots of profits in the next year, or it will have been an overall financial failure. I hope it does, but time will tell.

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