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: Tenchusatsu who wrote (50057)	2/21/1999 6:58:00 PM
From: greg nus	Read Replies (1) \| Respond to of 1580229

ten It is interesting that you choose to challagne the source rather than the cause. what I'am about to tell you is confidential. I have from time to time owned Intel. I do not want Paul E to know this. Right now I perfer to own AMD. I swiched out of Intel for Microsoft so I can't complain. even if the gov. breaks microsoft up the "sum of the parts will be greater than the whole" James Ling LTV. right now I son't want to hold both AMD and Intel, not untill i see some proof that the microprocessor market is exanding again. last year it declined by 9%. If lam is wrong Intel will not be effected. If he is right however DSP has lagged the market for the last 6 years well behind advances in televison and cumputers. Picture these three industries as a triangle with each one perpesenting a tip of the triangle. I recently spent a month in italy and after seeeing how italians sue cell phone invested in TI telacom Italia, which i found to be undervalued and well positioned in wireless. With telephone companies giants trying to stakeout ther share of the world network. TI sticks out like a big ripe cherry waniting to be plucked. I think LAM is right DSP part makers are going to do well. my favorites are NOK.A and TI. with AMD fab in Dresden SAThompson french owned, could be a player for AMD. Europe needs to catch up with American technology and buying American is the quickest way. Don't count out Delmer/ Chrysler. As the microprocessor has been identified as a stratgic part for system controls in the next generation autos, let alone the brains for the robotics of state of the art robitic manufacturing. If you wanted straticgic control of microprocessors powerful to do the job what company would you buy Intel selling for $26 billion or AMD sell for $2billion. if you knew you needed the chips you could get AMD for less than plant replacement value. at the advanced stage the microprocessor is at you could run AMD merly as a slave keeping all the production for your own operation, forget about chasing Intel untill you wanted to enter the jet avaition industry.