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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
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To: combjelly who wrote (264361)8/17/2010 12:47:19 AM
From: Mahmoud MohammedRead Replies (2) of 275872
 
Mr Jelly,

Re: "A better bet for AMD is to work with GF and/or TSMC to makes a suitable APU core
for ARM ... If they were to do an ARM core, they probably should stake out an area that no
one is at. For example, a high performance version on SOI. A webserver ..."

Yep, that's where AMD needs to be ... right there with the "low end", "low margin", servers.
AMD financial history in that part of the market isn't too good. But, I'm not surprised
that this is what you recommend as AMD can't compete on the "high performance, "high margin" end.

Mahmoud
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