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.

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

To: TimF who wrote (149198)	8/7/2002 2:30:59 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1583403

Tim, AMD needs to focus on becoming a "master" in servers and workstations. Their "jack-of-all-trades" plan is nothing more than wishful thinking from marketing, for they will fail to execute if spread out too thinly. By the way, when I mention desktops, I am not talking about the high-end desktops, a.k.a. "virtual workstations." AMD will probably do well in that area. I am talking about the mainstream, where the volumes are high but the margins are declining. The mainstream (liberal or conservative <G>) is quickly becoming commoditized, and AMD cannot hope to compete in a commodity setting. Tenchusatsu