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: tejek who wrote (82911)	6/19/2002 12:33:40 PM
From: g_w_north	Read Replies (1) \| Respond to of 275872

<Longer term, I think AMD will be fine but it needs to diversify its product lines. I don't know what those new lines will look like but I do know CPUs should be no more than 1/3 to 1/2 of its revenues. Flash isn't a problem......there's enough flash business in the world for both AMD and INTC. Its just that AMD needs something where it doesn't compete head on with INTC so it can fatten up its margins.> That's it exactly, as chomolungma pointed out, AMD and Intel are basically a duopoly. Both rely heavily on their CPU revenues and even if they had a 50-50 split in market share the margins would be so slim that it would be comparable to the airlines. The problem is there are so many tech companies involved in every niche market imaginable. FWIW- I woke up yesterday morning after having a dream that AMD was that $5 and change... hope I'm wrong. (This is definitely a sign of aging!)