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

To: EricRR who wrote (113550)5/31/2000 11:07:00 AM
From: xun  Read Replies (1) | Respond to of 1575622
 
RatbertRyand, RE<Jerry is right about real men having Fabs>

Can't agree more. That high barrier to entry was the #1 reason I started to invest in AMD 18 months ago. Dan Niles has repeated time after time asking how many major industries have only one player. MSFT may be the only one as we know. As an electrical engineer turned software engineer, I am amazed there are only two viable PC processor makers, thanks to INTC. Look at the entire semi industry, there are only two companies that will make more money than AMD going forward: INTC and TXN. Even the WAll Street darlings like PMCC or AMCC or VTSS can't compare, IMHO.

panic



To: EricRR who wrote (113550)5/31/2000 1:59:00 PM
From: tejek  Read Replies (1) | Respond to of 1575622
 
Hey Rat....welcome to the thread!

The barrier to entry is just too low to protect those fat margins they're counting on to justify their valuations.

Isn't it just the opposite....the lack of fat margins is what I thought was killing the net stocks.

Jerry is right about real men having Fabs.

Don't forget that Sanders is rather flamboyent, a very strong ego and can get carried away with himself.

ted (who loves AMD and Sanders)


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