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


To: Tenchusatsu who wrote (96116)3/1/2000 5:02:00 PM
From: Epinephrine  Respond to of 1571044
 
RE: <Maybe if Jerry Sanders spent a little more time talking about Flash and a little less time talking about Intel, the market would recognize AMD's successes in Flash.>

Tenchusatsu,

I think that part of the reason that no one pays attention to AMD's flash business is that it has so long been used to subsidize AMD's unprofitable microprocessor segment. Since AMD was still unprofitable even after this subsidization their flash segment has never gotten the respect it deserves but now that AMD is becoming profitable in microprocessors their flash segment can finally shine. (especially in the current boom) So while AMD goes through revaluation on their newly profitable microprocessor segment they get the added benefit of also being revalued in respect to a strong flash segment in a booming flash market. They get it coming and going and this is part of the tremendous potential that AMDroids have been touting for so long. AMD finally has it right and that is creating a feedback cycle that is only just starting in which all of their business, not just microprocessors, will go through revaluation. JMHO

Thanks,

Epinephrine



To: Tenchusatsu who wrote (96116)3/1/2000 5:36:00 PM
From: Mani1  Respond to of 1571044
 
Tench Re <<Maybe if Jerry Sanders spent a little more time talking about Flash and a little less time talking about Intel, the market would recognize AMD's successes in Flash.>>

Good point.

But also, Cnet and ZDnet are probably less interested in flash since it does not have the drama of chimp vs. gorilla.

Mani