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Politics : Formerly About Advanced Micro Devices

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To: JBoyd who wrote (35066)7/24/1998 7:37:00 PM
From: StockMan  Read Replies (1) of 1572777
 
Re -- do you think that the deal with MOT will help AMD.

AMD gave up its Flash memory technology to one of its biggest customers MOT in exchange for copper.

Thus AMD's current "worth" has declined SIGNIFICANTLY, as no one would want to buy their flash memory as MOT can produce and sell the same product more cheaply.

The copper technology is as yet unproven and MAY help AMD far into the future.

Things are looking MORE and MORE bleak for AMD. Even under bankruptcy, they will wind up having nothing to reorganize under!!

Stockman
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