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Politics : Formerly About Advanced Micro Devices

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To: Tiley who wrote (32359)5/3/1998 4:53:00 PM
From: Elmer  Read Replies (1) of 1571774
 
< The risks to AMD currently significantly outweigh the rewards. AMD will be a really great investment (as distinct from a trade) when they can prove that they can match (if not exceed) Intel in most aspects of the business (including performance on the Intel instruction set).>

AMD has shown that between Flash Memory, networking and what used to be their microcomtroller product line , they could be a profitable company. Management has chosen to neglect their money makers and instead focus on an enormously bad policy of trying to compete with Intel. This pathological behaviour is what is causing AMD's red ink. It is a continuous disservice to AMD shareholders to persue this policy. In the years that the rest of the tech sector has shown enormous growth, AMD has pissed $$Millions if not $Billions away on the disasterous K5 and now K6. How much growth could AMD have enjoyed if they had put those resources into their other product lines?

EP
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