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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Van Vo who wrote (74440)	10/7/1999 1:35:00 AM
From: Yougang Xiao	Read Replies (1) \| Respond to of 1572714

Van Vo: <<I'd recommend this guy better going back school to study some recent history. Doesn't he remember what going on at Texas Instruments a few years back? TI disbanded it microprocessor unit, sold the whole of its defense industry, its printer and its memory business to focus solely on DSP business. And look at how sucessful they are now; since the sale of its Memory unit (over 3 years ago), their stock has been splitted twice and moved from $11/shr to the over $91/shr yesterday. He might be right 10 or 15 years back. But today with the rapid advancement of technology and the highly competitive market condition, in order to be successful AMD has to stay being focused and doing extremely well in only a few areas of their expertise, which is microprocessor/flash-memory businesses, rather than doing so many things and not very goods at any of them.>> Thank you for your spirited defense on AMD's strategy! As an AMD investor, let me try to drive my caution on AMD's cpu focus to extreme: When TI decided to focus on DSP, were there any DSP biggies as AMD vs. Intel in CPU today?

To: Van Vo who wrote (74440)	10/7/1999 1:39:00 AM
From: tejek	Respond to of 1572714

RE <<<He might be right 10 or 15 years back. But today with the rapid advancement of technology and the highly competitive market condition, in order to be successful AMD has to stay being focused and doing extremely well in only a few areas of their expertise, which is microprocessor/flash-memory businesses, rather than doing so many things and not very goods at any of them.>>> Good points...I agree. Like I said earlier, Peck is suspect to me. I might add a couple of analysts had some serious attitude....I had no sense that they were asking questions objectively. I realize that AMD has credibility problems but companies do turnaround...at least they should make an effort to listen objectively. ted