Laxman.R

Four Dying Silicon Valley Companies

Good posting. With regard to AMD, I would say that the company would limp along. It has a good CPU product portfolio that a few years ago was kicking butt. The problem with AMD is execution - they should've capitalized on their bull run a few years ago - but did not. I think the company will stay alive or rather will be kept alive for two reasons -
(a) If AMD dies, the CPU market will become a monoploy. This will lead to all sorts of headaches for Intel from anti-trust issues to price gouging and so forth.
(b) AMD CPU's offer good value for money and there is still demand for them. Starting from HPC to laptops, on the value end AMD is a key player.

With regard to Yahoo!, I think it will also limp along. It still has a solid base of die-hard fans that run into hundred's of millions, it has a powerful brand name and some of it's pages (News, Finance etc) are really good. But I agree with many comments that the company needs to turned around fast.