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: pgerassi who wrote (213663)	10/16/2006 9:22:12 AM
From: jspeed	Read Replies (3) \| Respond to of 275872

pgerassi, I think Osha's prediction was correct, but for a different reason (and in a different timeframe) than he thinks. Here's what he said: "AMD will allow ATI’s discrete GPU [graphics processor] business to slowly die on the vine, although management will never be willing to admit it…the company’s long-term strategy is clear enough. AMD wants to be able to engage Intel across the market, including the enterprise business, and that means being able to offer the same kind of stable platforms to PC OEMs that Intel has managed. That can’t be done with third-party chipset vendors. " His rationale was that the discrete chipset was not a money maker right now and therefore, it wasn't interesting to AMD. I think he's right when AMD starts selling CPU-GPU on chips. At that point, the discrete chip business will be uninteresting to AMD.