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Technology Stocks : AMD:News, Press Releases and Information Only!

AMD 206.05

-7.8%

Nov 20 3:59 PM EST

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To: greg nus who wrote (4212)	2/4/1998 1:23:00 AM
From: Robert Walter	of 6843

Greg, I tend to differ on the cash infusions from Compaq. IMHO I would look for IBM to be the company offering the assistance if not an out right buy out. IBM has the deep pockets, manufacturing expertise, excess fab space(once they lose manufacturing rights to National Semi's designs) and the willingness to accept the vertical integration thats been in their past. IBM has also the one most willing to stick its neck out against Intel by going with alternative processors. It was IBM's leverage that got Intel to license 80286 cpu's to AMD. Heck it even has been manufacturing Cyrix's chip since before 486 days, remember IBM's Blue lighting? Once IBM looses its manufacturing rights to Cyrix's chips it looses a lot of leverage. So look for big blue to go after AMD. Besides IBM has the necessary cross licensing agreements with Intel to allow AMD to port the K7 to slot 1 and Cyrix won't need IBM any longer. biz.yahoo.com Robert

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