Advanced Micro Devices Inc (AMD)

[chipdesigner]

You believe that putting all your semiconductor eggs in one basket is the right strategy?

I believe you'll see some growth from the "other" segment, but largely, yes, at this point, AMD is strong enough, producing product in virtually all CPU segments (unlike earlier), with capacity growth coming online over the next two years, to forego the low-margin memory business.

In retrospect, they should have been lining up a Spansion sale during Q2 of last year, to be effective the day after the quarter closed.