Auf TheStreet.com ist ein interessantes Interview mit Benjamin Anixter, Vice Präsident bei AMD, zu lesen. Thema ist unter anderem die derzeitige Flaute im PC-Geschäft:
"Well, we're still up for the year, and Intel is not. If you invested money in Intel a year ago, three years ago, five years ago, we would've been a better investment. The fact that they have a higher price-to-earnings ratio just means that people are not necessarily investing wisely. This is a cyclical business we're in, and we're in the worst down cycle in the history of our industry. You have to manage through these cycles, and right now we're doing very well in a very bad industry environment. Sales were down in the second quarter by 31%, according to the Semiconductor Industry Association. And in our PC processor and in our flash memory business, if you add them together, we were only down 11%. And these markets always do turn around. You go into these recessions for the same reason every time. This one is no different, it's just a little deeper. And when the market improves, we're well-positioned to come out of the market with new products, new technologies. And when business improves, our fortune will improve markedly."
Werft mal einen Blick rein, es lohnt sich. THX @ANUbiS für den Hinweis :-)
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