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

To: kash johal who wrote (84758)	1/3/2000 10:46:00 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 1573092

kash, You are quite correct in stating that Intel needs to buy the leaders to assume a lead role. Buying those 2-3 tier defeated companies involves an implicit assumption that they lost for want of money? However these companies lost their place through lack of good tech and the markets/buyers decided. They are doing some good things in getting larger patent portfolios with which to force deals from the other players, but for most of their buys they show lack of foresight and excess miserliness. I am sure they do not want to expand shares without limit by paper transactions and some of the front players have earned large caps and would need huge amounts of cash/loans to swallow. So they are doing at least one good thing...looking for tiny creative places where a few $$ can make a large difference a few years down the road. Bill

To: kash johal who wrote (84758)	1/4/2000 5:42:00 AM
From: Amy J	Respond to of 1573092

Hi Kash, RE: "But their excellent overall strategy is FLAWED IMHO." I think the jury is still out. RE: "IMHO, if they were serious about hosting BUY EXODUS." I (strongly) disagree. Why buy Exodus? Do they have IP? On a separate note: 1/2/2000 redherring.com, Rafe Needleman, Editor "It's becoming easier to build than buy, Halsey says. It's not that much slower, and it is much, much cheaper." [CNet] RE: "if they are serious about GRAPHICS BUY S3/NVIDIA NOT C&T." Think about the market, and the market priorities. So, at what cost? RE: "CUSTOMIZED solutions BUY LSI or VLSI(before phillips picked them up)." Not my area of expertise. What happened here? RE: "Their overall strategy has made sense to me, the execution details have not." I think it has to be looked at from the perspective of the total business. Also, your list excludes several successful ones. Great post and good analysis. I enjoyed our interchange. Thanks. Regards, Amy J