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To: Timothy Liu who wrote (64394)9/11/1998 1:16:00 AM
From: Ibexx  Read Replies (2) | Respond to of 186894
 
Tim,

Agreed. ASND, despite its smaller size, has end-to-end solutions whereas COMS does not. What COMS does have are several large pieces of commodity business (mostly on the periphery) without a balanced product mix.

As a shareholder of CSCO (one of my major positions), I shudder at the thought of its acquiring AMD....

Regards,
Ibexx