Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: portfolio mngr who wrote (30664)	3/31/1998 6:44:00 PM
From: Kevin K. Spurway	Read Replies (1) of 1582934

I'm guessing that if AMD does get an equity partner, it will be IBM in for some convertable preferred. I suppose, technically speaking, if that were to happen AMD would not be selling a stake in the company. The benefit to IBM is that they keep their chip prices low and get a call option on a significant player in the x86 market. If the partnering arrangement doesn't work out, I suppose AMD will have to go to market with some additional debt. We'll see what happens. My predictions for first quarter results: $.30 loss. 1.5 million K6's shipped. 30% .25u yields at Fab 25 and improving rapidly to match 70% at SDC. Wafer starts on K6-3D at Fab 25. Kevin PS By the way, if AMD does indeed get an equity infusion from IBM, in the form of a preferred stock deal, that is VERY BAD for Intel. Worth 3-4 points off Intels stock price IMHO. About $6 billion in market cap.

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