Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Robert Walter who wrote (3387)	12/4/1996 2:32:00 PM
From: Reginald Van Pelt	of 1582880

Robert - Forgive me for commenting on this divestiture of AMD's so late - the Christmas Season is starting early for me. I have seen bloody little discussion (dare say, none at all) on the financial impact of AMD's actions - in the short term, especially. As an AMD investor, I assume this divestiture - actually a "bail-out", if you will - must be accounted for somehow. This will necessarily impact their balance sheet - what with write-offs, R & D disruption (engineering layoffs or transfers), and that sort of rubbish - but it should cause some negative impact to their Q4 earnings. Has anyone anticipated how this might impact their Q4 results. Another loss, while the rest of the industry is going gangbusters, will look quite bad for management - and us poor souls! And another item - wasn't one of AMD's big design wins for the Interwave chip with COMPAQ? Seems to me that they want to be in the good graces of COMPAQ, so that they will use the new K6 chip. Seems to me that AMD might have just shot themselves in the proverbial foot with this one - as far as Compaq is concerned. Please rattle on with your thoughts. Reggie

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