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Re: AMD Finds Itself in Financial Peril [message #81401 is a reply to message #81370] |
Mon, 12 March 2007 05:16 |
TCB
Messages: 1261 Registered: July 2007
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I think a bigger worry is some sharky private equity firm coming in and screwing
things up. AMD has made money for years fighting against a company _at least_
as monopolistic as M$oft, probably much more so. In the highly cyclical semiconductor
business they're playing catch up now (hence the massive capital expenditure/R&D
budget), but as you observe that's likely temporary. I can just see KKR deciding
to take them private, slash the R&D, build a ton of cash flow off the one
time bump from the next round of chips, and then selling it back to the market
when from a tech standpoint it's a shell of it's former self but it's shedding
cash. Let's hope that doesn't happen.
TCB
"LaMOnt" <jjdpro@ameritech.net> wrote:
>
>I think they will be ok. With that new quad core chip coming out and with
>Apple stating that they will use it in their X-server, as well as DELL &
>IBM will only faten the pockects of the company.
>
>P.S. The new Quad core will be 43 percent faster than than the current woodcrest
>INTEL Quad core. Utilizing advance Floating point processing . Which we
al
>know , mens great native Plugin number crunching. Which has always been
AMDs
>claim to fame.
>
>"James McCloskey" <excelsm@hotmail.com> wrote:
>>
>>http://apnews.excite.com/article/20070309/D8NORU800.html
>
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