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

To: FJB who wrote (65443)7/15/1999 1:05:00 AM
From: Mani1  Read Replies (1) | Respond to of 1575293
 
Rob,

Your Cyrix argument is very valid and I was VERY surprised that some one bought Cyrix. I was almost certain that NSM would just write them off. It should be interesting what VIA will be able to do with Cyrix.

Re << 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>>

I guess I would put the chance of execution in the 20 to 30% range and the chance of buy out at at 5% :)

Mani



To: FJB who wrote (65443)7/15/1999 1:42:00 AM
From: Cirruslvr  Read Replies (1) | Respond to of 1575293
 
Bob - RE: "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."

What is crazy is Via expects to have 10% of the overall market in two years during the same time AMD expects to have 30% of the overall market.

Intel ain't gonna have only 60% of the market...


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