Formerly About Advanced Micro Devices Message Board

STOCKTALK

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.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DRBES who wrote (4861)	1/30/1997 11:26:00 PM
From: Martin Atkinson-Barr	of 1577594

I would be very hesitant to short Intel and here's my thinking: I posted a reference to an article in the WSJ a few days ago that indicated an explosion of interest in computers in China - population arount 2 billion. Then add the rest of Asia. India and Pakistan are becoming choice places for big corporations to set up code shops. Prudential is moving all of it's coding to Bangalore where labor is cheap. Not only the workers will need a computer - then there is the associated market - schools, tech colleges - which bring on computer purchases by businesses and homes. At 350 million people the US is really the tip of the iceberg. Making processors is probably the most profitable (legal)markets around. While software can be pirated there are only a handful of x86 manufacturers and you can see that the biggest is working near capacity. In the medium term I can see that the market will be constrained by manufacturing capacity, not by demand. I like AMD medium term, but I realize that the potential for all the semis is outstanding. Regards

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next