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

To: SisterMaryElephant who wrote (56446)	9/26/2001 10:26:07 AM
From: fyodor_	Respond to of 275872

SK: BTW, at some point communications will be strong and AMD will not participate in this market. That's certainly true. The Com sector is going to come storming back at some point with massive growth&#133 and AMD won't be a part of it. For AMD shareholders, however, I think it makes more sense that AMD focus on its core business - flash and processors (and I wish they'd include chipsets in that - or at least work much closer with a company like SiS). -fyo

To: SisterMaryElephant who wrote (56446)	9/26/2001 4:29:36 PM
From: TimF	Read Replies (1) \| Respond to of 275872

BTW, at some point communications will be strong and AMD will not participate in this market. I think AMD still owns 10% of the spun off division. That would give them some participation in the market. Tim

To: SisterMaryElephant who wrote (56446)	10/1/2001 10:12:38 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Steve, BTW, at some point communications will be strong and AMD will not participate in this market. There are a lot of sectors where AMD is not participating, and it really bugs me. One is the breakfast cereal market. Can you imagine a nickel worth of crap (raw material), nickel worth of processing, about a dollar advertising, and some idiots buy the stuff for $5. Another segment, that is a lot closer to the core of AMD business - potato chips is also a missed opportunity. If I really decide to participate in those segments, I can go with pure plays such as K, or wait for KKR to do an IPO of Borden, owner of Wise Potato chips. Joe