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

To: Tenchusatsu who wrote (52210)	3/9/1999 9:15:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1577893

Tench, >Re: In my humble opinion, AMD should continue to aim for markets >where Intel can't or won't cover. Unfortunately Tench there are very few profitable markets with semiconductors that they could play in. CPU's reflect approx 20-25% the value of all semiconductors sold. And the PC/Workstation/Server markets consume well over 60% of ALL semiconductors sold. And I suspect that Intels profits are well in excess of 60-70% of the PROFITS of the entire semiconductor industry. So if you want to play and get big fast the CPU market is the one key market. Now, I tend to think they should have partnered with a few players rather than going for the brass ring by themselves. Sometimes some lateral thinking is required. A DRAM partner like NEC could have been a good partner. A chip set guy, a motherboard guy etc. a graphics chip partner etc. I still think they have a great and golden opportunity ahead of them, if they can just execute. Regards, Kash