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

To: kash johal who wrote (56434)9/25/2001 9:29:36 PM
From: fyodor_Read Replies (1) | Respond to of 275872
 
Kash: You need to stop looking at the DIY market.

Think as an oem.

If the DIY market was important AMD stock would be 10x where it is now.

Integration is even more important for OEMs than it is in the DIY market, so that just emphasizes my point ;-).
Fewer parts to assemble, fewer companies to deal with, lower inventories etc.

I also don't think it's unlikely that NVIDIA's brand name on the chipset is worthless to an OEM&#133

-fyo


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