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Politics : Formerly About Advanced Micro Devices

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To: combjelly who wrote (297191)	7/28/2006 10:12:15 PM
From: tejek	Read Replies (2) of 1573675

I agree with most of it until its gets to the part of ATI. I think that's going to be a very difficult integration process." Maybe not. At the last analyst meeting, AMD announced that they were going to modularize their designs for the future. So they can quickly do a design with multiple cores, different amounts of L3 cache, etc. If the graphics core were a module also, it could work.... I mean the actual physical integration. ATYT is not a great company. During the past ten years, the stock has been over $20 only once.....briefly. And that's because it never executes well. Its margins stink........one quarter it shows a profit; the next it doesn't. AMD would be smart to take the intellectual property and then fire all the people and dismantle the buildings. Where is ATYT.....in Ottawa?? That's an expensive place to do tech manufacturing. AMD, only recently, started have decent margins. I am worried that ATYT will take them back down again.

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