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

To: Joe NYC who wrote (69397)	1/29/2002 2:18:13 PM
From: jcholewa	Read Replies (1) \| Respond to of 275872

> 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. Is there any estimate out there of the cost of the startup? Could it have been the whole half billion or so that AMD recently freed up?

To: Joe NYC who wrote (69397)	1/29/2002 2:23:49 PM
From: andreas_wonisch	Read Replies (3) \| Respond to of 275872

Joe, Re: it seems that AMD will not have to pay huge premium to buy this company. Good point. That might be an opportunity to get good technology relatively cheap. (but I wonder why there are no other companies interested?) AMD could fab these (eventually with SOI) to achieve extremely low power consumption with high performance. Don't you think fabbing $50 chips with leading-edge technology in Dresden (0.13 micron with SOI) would be overkill? Even if ASPs for these embedded processors are higher (which I doubt) they would be still lower than Thoroughbreds, Bartons or Hammers. Unless AMD isn't capacity limited in FAB30 I think they should fab them in FAB25 or at a foundry. Andreas PS: Maybe tomorrow's rumored announcement has to do with this.