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Politics : Formerly About Advanced Micro Devices
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To: Mani1 who wrote (65410)7/15/1999 12:56:00 AM
From: FJB  Read Replies (2) of 1575309
 
Mani,

Your analysis does not sound reasonable to me. I find it hard to see who would want AMD if its product can not make any money. If the x86 market had many players consolidation would be likely as competition heats up. But as it is (with only 2 players) I don't see AMD as a take over target.

While you were gone, VIA bought out half of Cyrix. They(Cyrix) lost more per processor than AMD, so it is very possible that a large Asian/Japanese company could buy AMD. At the rate they(AMD) are losing money, this is a very real possibility. It is my opinion that the only reason to own the stock is for the 5% to 10% chance they execute, or the greater chance they are bought out. There are a lot of large semiconductor companies that could purchase them.

Bob
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