Silicon Investor (SI) -- The First Internet Community

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.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (53180)	8/30/2001 11:01:58 AM
From: jamok99	Read Replies (1) \| Respond to of 275872

Jim, Re: <<nVidia is a very dangerous company that Intel has seemed to have snubbed... I wouldn't discount the possibility of nVidia someday absorbing AMD.... >> While often ideas about which companies might ally/absorb/meld with AMD turn out to be pipe dreams (e.g., transmeta, Dell), you have an interesting idea here. AMD has impressive engineering and intellectual property. But they are self-defeating in their marketing, strategic planning, execution timetable, etc. - all areas where Nvidia has demonstrated a real killer instinct. Interesting to think what Nvidia could do with the real assets of AMD with the demonstrated strengths they bring to the table - including focusing on how to maximize and capitalize on the strengths of AMD, rather than engaging in a jihad against Intel at any cost. I have owned Nvidia over the years, and it has been handsomely rewarding. I'm not in it at the moment, given that it has a ridiculously high PE in an environment when tech companies are getting sliced and diced in terms of stock price. But the high price of Nvidia is partly a function of their record of execution - relentlessly opportunistic, as opposed to the fumbling the ball at the goal line AMD seems to be so prone to. Jamok