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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yougang Xiao who wrote (63762)	6/29/1999 9:11:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1575625

<By buying a microprocessor maker, Formosa will have all the pieces needed to churn out low-cost PCs and compete aggressively in the market.> V-Machines, anyone? This underscores two things: - Competition, especially in the low end, will become tight with razor-thin margins. - AMD really needs to pull out of the low-end market, or at least come up with a better low-end business plan besides praying that the Athlon or K6-III has any hope of competing down there. - PC market in Asia is going to heat up like crazy. Tenchusatsu

To: Yougang Xiao who wrote (63762)	6/29/1999 10:51:00 PM
From: Charles R	Respond to of 1575625

Well, I have heard every angle (almost) about the VIA deal now. Burstiner at TheStreet.com says "Only this time, it's looking like Cyrix is a pawn in a gambit to stop Rambus (RMBS:Nasdaq) chip designs from taking over the memory market. " and "VIA is partly owned by Formosa Plastics of Taiwan, which also partly owns Taiwanese motherboard maker First International Computer. Intel is the only company now that makes all three -- motherboards, microprocessors and chipsets -- giving it a cost advantage over competitors such as Advanced Micro Devices (AMD:NYSE). With Cyrix, VIA could also compete directly with Intel in the market for low-priced chips, says Linley Gwennap, vice president of tech research firm MicroDesign Resources. " Tomorrow should be an interesting day for the micro and memory stocks. Let's see. Chuck

To: Yougang Xiao who wrote (63762)	6/30/1999 12:08:00 AM
From: RDM	Read Replies (3) \| Respond to of 1575625

<: It's a done deal > This is about the Intellectual Property rights is key. Most IP agreements are not transferable as apparently Intel claims. This makes it difficult to use. Perhaps mainland China or third world only could be the target. Intel rights might not extend there. $200 Million is $10 royalty on 20 Million chips. Perhaps they plan to sell 20 Million cheap chips to China?