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

To: andreas_wonisch who wrote (69388)	1/29/2002 1:32:31 PM
From: Dan3	Respond to of 275872

Re: I don't think it's a very idea to compete with Intel in yet another market. Alchemy is a startup by the guy who designed the StrongArm - this is his new stuff. Now we have Dirk Meyer leading the design team for the traditional CPU market and two of Alchemy's founders — chief technology officer Rich Witek, and vice president of engineering Greg Hoeppner — led the StrongARM design effort while at Digital Equipment's design center in Austin, Texas.

To: andreas_wonisch who wrote (69388)	1/29/2002 1:43:13 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

Andreas, I think the Alchemy purchase is very exciting news. It makes them an instant player in the convergence appliance market -- a market that will explode over the coming years. I think this is a very forward looking purchase, and show that AMD is not standing still. I like it. Pravin.

To: andreas_wonisch who wrote (69388)	1/29/2002 1:57:39 PM
From: heatsinker2	Read Replies (2) \| Respond to of 275872

Andreas- Hm, I don't think it's a very idea to compete with Intel in yet another market I like this purchase. In the current environment, I don't think AMD had to pay a fortune. Besides the market opportunities in embedded, they have also purchased some serious engineering talent (assuming these guys don't quit after the first meeting with Jerry/Hector). And I LOVE those 1 watt power dissipation numbers. Hopefully the rest of the company will get sensitized.

To: andreas_wonisch who wrote (69388)	1/29/2002 2:16:32 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Andreas, From reading the EET article, it seems that AMD will not have to pay huge premium to buy this company. VC capital has dried up, and the company needs funds to move from where they are to the next level, which AMD can provide. Also, with advanced process technology at AMD disposal, AMD could fab these (eventually with SOI) to achieve extremely low power consumption with high performance. Joe

To: andreas_wonisch who wrote (69388)	1/29/2002 4:59:01 PM
From: heatsinker2	Read Replies (4) \| Respond to of 275872

Who likes/dislikes the Alchemy purchase? For: heatsinker2, combjelly, Pravin, Jozef, Gottfried Against: Andreas I think you are outnumbered Andreas!

To: andreas_wonisch who wrote (69388)	1/29/2002 5:24:45 PM
From: kapkan4u	Respond to of 275872

<Hm, I don't think it's a very idea to compete with Intel in yet another market. And ARM licensees look a lot more attractive to me than MIPS.> MIPS is strong in communications and ARM in PDAs. Alchemy has expertise in both. I suspect that this acquisition will help create both lines of products. Kap

To: andreas_wonisch who wrote (69388)	1/29/2002 6:53:43 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Re: < AMD to buy MIPS processor startup Alchemy> OOO -- LaLa! Alchemy gets a FAB! I've got to see the numbers, and I tend to like sticking to knitting, but this looks like it could be HOT for intelectual as well as Alchemical reasons. While lately ARM has been in the positive news & MIPS the negative, I've been kind of agnostic on the subject. But when I see two leading designers of ARM chips refusing to go to INTC and starting a MIPS company -- WELL, NOW WE"VE GOT SOMETHING! tgptndr