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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
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To: pgerassi who wrote (213663)10/16/2006 9:22:12 AM
From: jspeedRead Replies (3) of 275872
 
pgerassi, I think Osha's prediction was correct, but for a different reason (and in a different timeframe) than he thinks.

Here's what he said:
"AMD will allow ATI’s discrete GPU [graphics processor] business to slowly die on the vine, although management will never be willing to admit it…the company’s long-term strategy is clear enough. AMD wants to be able to engage Intel across the market, including the enterprise business, and that means being able to offer the same kind of stable platforms to PC OEMs that Intel has managed. That can’t be done with third-party chipset vendors. "

His rationale was that the discrete chipset was not a money maker right now and therefore, it wasn't interesting to AMD.

I think he's right when AMD starts selling CPU-GPU on chips. At that point, the discrete chip business will be uninteresting to AMD.
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