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

To: TimF who wrote (143096)	3/5/2002 9:21:42 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1579686

Tim, <What's your opinion of the merger?> What's yours? ;-) OK, I'll start. I think the merger is a bad idea. I think the resulting conglomerate will be too big and too slow. Plus the resulting layoffs is bound to be a major drag on productivity for both companies in the next few years. Tenchusatsu

To: TimF who wrote (143096)	3/6/2002 12:42:10 AM
From: tejek	Read Replies (1) \| Respond to of 1579686

What's your opinion of the merger? Both for the companies involved and how it effects AMD. Frankly, I have had a hard time following this one. Everyone involved seems so aggravated. However, I think in general consolidation is good and necessary for the PC business. I think it will be good for AMD as well but my reasoning is weak...... usually the larger an org. in an industry, the more likely it will maintain relationships with several vendors due to the diversity of its product line and its desire to get competitive pricing. Why its a weak is because IBM and Dell up end that theory very nicely. Somehow, though, I think the combined HWP/CPQ will end up doing more business with AMD than Intel.......that's a hunch and not based on fact. What do you think? ted