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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

Nov 13 3:59 PM EST

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To: Yaacov who wrote (52016)	4/5/1998 2:03:00 PM
From: greg nus	Read Replies (1) of 186894

Yaacov and Albert. Seimanns is a joint venture partner with MOT to build a new simiconductor plant in Dresden Germany also the home of AMD new fab. If your heard rumors about Seimanns negoitating to buy AMD several possibilities come to mind. 1. AMD bit off bit off more than they could chew with the simatanous expansion of a second Flash plant in Japan and the Dresden Fab start. These plans were predicated on a profitable AMD for 96 and 97 and 98 to generate earnings to support the plan. Seimanns may be negotiating to take over AMD's Dresden fab. Several things may have precipated this. Asside form the AMD lack of earnings to support the expansion. Signficant changes in chip geometry .25u to .18u and looking forward the advent of 12" wafers technology would give AMD double to tripple capacity right in FAb 25 alone by 2001 or so. A Seimanns buy of Dresden would aslo square AMD executiesPrevit's and Allan statments about AMD not selling a stake in the company. IF you want to continue to discuss the rumormill about AMD selling a stake. Were a stake to be sold MOT might be the buyer. If MOT buys it can scrap Power PC chip making and get real for a change competing against Intel, from an alliance with CPQ to foundry Alpha and in one fall swoop regain its sime conductor prowless and fill its underutilized chip making facilities. Right now motorola semi division is lost in space somehere and no one nows were it will land when it returns. MOT might split itself in two, Comsumer/Commercial-Industrial. If so I doubt it would be contimplating a direct competion move against Intel. Even though it's the right thing to do. MOtorola just announced palns to build a Semi plant in Krakov Poland. So MOt has Euporpe's low cost labor market in mind. I don't know why GE does'nt buy AMD for that mater.

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