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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: fyodor_ who wrote (56473)	9/26/2001 11:08:58 AM
From: heatsinker2	Read Replies (1) \| Respond to of 275872

Fyodor- why would Micron be interested in buying AMD?...Fabs, process technology, cash on hand, process-related IP Might make sense if they bought AMD and then spun off the processor division. I can only think of one company that is a logical purchaser for all of AMD. That would be Sun. If Sun wants to reach for a major chunk of the entire computer industry, AMD is a perfect fit. Of course, I don't think Sun will do this. No guts.

To: fyodor_ who wrote (56473)	9/26/2001 12:51:53 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

Fyo, Re: "But a better question would be, why would Micron be interested in buying AMD? I'm only interested from the basis of whether there is any potential motives for such a rumor. Fabs, process technology, cash on hand, process-related IP… " I agree that Micron can always use the fabs, and the process IP would be nice, but I don't agree with the other things. AMD does not have a lot of cash on hand, and this quarter, it seems likely that they have increased their debt. Also, Micron has their own process technology that is used for making DRAM. CPU process technologies wouldn't be instantly portable. Finally, when has acquiring a company not been a liability, at least in the beginning? Micron just posted huge losses this past quarter, and AMD isn't planning on doing much better. It would take management perfection to bring both companies back running and making money under the current market conditions, and I don't think Micron or AMD has that kind of management. wanna_bmw