Re: A.M.D. to Split Into Two Operations

On Oct 8, 6:53=A0am, Jan Panteltje <pNaonStpealm...@[EMAIL PROTECTED]
> wrote:

>
> Well, nice try, but you are wrong.
> Given technical capabilities, and a huge capictal injection to
> make creative ideas come true, could make AMD a lot more powerfull.
> That will surely shake Intel a bit.
>
> Whatever the outcome, I am glad competition stays alive.

Nothing lasts forever, including Intel.  When looking at business
decisions like this one, it's fair to ask how well the people spending
the money understand the business.  I'm not sure how well anyone
understands this business, and you have to be careful about "***y"
businesses like high-end computer chips, computers, airplanes, and
airlines.  People want to own a piece of the action just like they
want to own race horses.  To someone, AMD is a prize.  That doesn't
say anything about the validity of their judgment or of the long-term
prospects for AMD.

To borrow a phrase from one frequent and knowledgeable poster to
Usenet, "What's changed?"  A fresh infusion of capital to a company
that's burning money just allows the company to burn money longer.

Neither will anything change the fact that we are arguing over an
industry that is, apparently, mature.  Scavengers are starting to pick
at a carcass.  Hardly a cause for celebration.

Robert.