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

To: rupert2 who wrote (128565)	7/23/2004 1:01:16 PM
From: rupert2	Read Replies (1) \| Respond to of 275872

Actually I would like the monkey off AMD's back. I would like to see its involvement in flash reduced so that it represents no more than 25% of its revenue. It could do this by selling some or all of its share of Spansion to Fujitsu or A.N.Other. Of course the other way to do it would be to proportionately increase revenues from CPU's so that flash would de facto become no more than 25% of the total. Has anybody given any thought to the prospects of this kind of realignment?

To: rupert2 who wrote (128565)	7/23/2004 1:35:42 PM
From: grimes	Read Replies (1) \| Respond to of 275872

Rupert, Re AMD Flash business. I believe it would substantially improve AMD as a business and as an investment if they could sell, or spin off, or otherwise dispose of the flash business. Memory is a commodity and nobody seems to get a good sustainable return on it.