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

To: Mani1 who wrote (65410)	7/15/1999 12:18:00 AM
From: michael liu	Read Replies (2) \| Respond to of 1575245

"Your analysis does not sound reasonable to me. I find it hard to see who would want AMD if its product can not make any money. If the x86 market had many players consolidation would be likely as competition heats up. But as it is (with only 2 players) I don't see AMD as a take over target." Wrong Wrong Wrong....... AMD owns a lot of good stuff. Flash memory and CPU. IBM, HP are both good suiter. AMD has now own a superior technology. The only problem is that it can't product enough in a short time. IBM has huge and more sophiscated fab, the best in the world. IBM is always eyeing customer PC market. It helped Cyrix and has OS2. This market has unlimited protential. But, I don't think AMD wants to sell now. Michael

To: Mani1 who wrote (65410)	7/15/1999 12:56:00 AM
From: FJB	Read Replies (2) \| Respond to of 1575245

Mani, Your analysis does not sound reasonable to me. I find it hard to see who would want AMD if its product can not make any money. If the x86 market had many players consolidation would be likely as competition heats up. But as it is (with only 2 players) I don't see AMD as a take over target. While you were gone, VIA bought out half of Cyrix. They(Cyrix) lost more per processor than AMD, so it is very possible that a large Asian/Japanese company could buy AMD. At the rate they(AMD) are losing money, this is a very real possibility. It is my opinion that the only reason to own the stock is for the 5% to 10% chance they execute, or the greater chance they are bought out. There are a lot of large semiconductor companies that could purchase them. Bob