Surya Yalamanchili

Why I'm Betting on Advanced Micro Devices - For Now

Steve, you ask some great questions! I think ATI was the right move for the company-- but Intel brilliantly played it against AMD. Since AMD had to take on a lot of debt as part of the acquisition, it has painted them into this murky financial corner. Your questions are spot on as both of them play into AMD's future-- but honestly, I don't really have a lot of perspective here. I'll continue to do research on it, and if/when I learn more, I'll post an updated column. Thanks for the kind words on the column. Best, surya