Advanced Micro Devices Inc (AMD)

[neye_eve]

kpf - niches

While certainly circumstances are different for any given company, there is at least one sort-of-related company who has bucked this trend:

Scaling down to niches would make it far worse for SUN. There is an analogy to AMDs situation by the way, Bob Rivet adressed that recently as "You just cant cut yourself to profitability in this industry". That is true for SUN as well.

Apple has maintained profitability so far. Of course, this quarter isn't looking too rosy, but apple has done a pretty good job over the past 3 years cutting the failures (cube - ugh!) and extraneous product lines (a la performas), and focusing on the niches that they are most well-positioned to deal with.

neye