SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 43.75+0.6%Dec 3 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Engel who wrote (50700)3/17/1998 2:01:00 PM
From: Barry Grossman  Read Replies (3) of 186894
 
Paul,

I bumped into my AMD friend last night and it was quite interesting.

He was evidently pleased to mention the IBM production deal to me and of coarse I had to ask, "and how are those production problems coming?" to which he said that they think they know what the problem is and they are working on it and think they have it solved.

"Working on it?", I said.

He said he hasn't seen a current report on it lately......

I asked when they were going to make some money. This year?

No comment. That's when he brought up the AMD/IBM thing.

He said that he thinks that AMD has missed their "window of opportunity" and that a possibility/result down the road may be an outright purchase of AMD by IBM.

I poo-pooed the idea but he thinks it could happen. He seemed to think that this was a very real possibility.

I asked if there were anyone else that he could envision as possible candidates. He had no other suggestions to offer.

I told him that at some point they would run out of money and said that anything could happen. He just smiled.

FWIW.

Barry
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext