Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 227.90

+2.0%

Jan 15 3:59 PM EST

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To: Joe NYC who wrote (69397)	1/29/2002 2:23:49 PM
From: andreas_wonisch	Read Replies (3) of 275872

Joe, Re: it seems that AMD will not have to pay huge premium to buy this company. Good point. That might be an opportunity to get good technology relatively cheap. (but I wonder why there are no other companies interested?) AMD could fab these (eventually with SOI) to achieve extremely low power consumption with high performance. Don't you think fabbing $50 chips with leading-edge technology in Dresden (0.13 micron with SOI) would be overkill? Even if ASPs for these embedded processors are higher (which I doubt) they would be still lower than Thoroughbreds, Bartons or Hammers. Unless AMD isn't capacity limited in FAB30 I think they should fab them in FAB25 or at a foundry. Andreas PS: Maybe tomorrow's rumored announcement has to do with this.

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