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

To: Joe NYC who wrote (201167)	6/8/2006 5:56:28 PM
From: Rink	Read Replies (1) \| Respond to of 275872

re: BTW, if AMD does go forward and announce a 3rd Fab in NY State (or elsewhere), it would mean that they are buying ATI. I agree. Still AMD would need to pay for both ATYT (in shares probably) and for the additional fab (cash) which makes it quite an endeavour. That makes me wonder how much cash ATYT has. The answer appears to be ~$600M vs $30M debt ( finance.yahoo.com ). For ATYT that's probably pretty good, but it's not going to help that much in paying for a new fab currently. That begs the question when that new fab would be due. The articles I read presumed ground braking soon. For AMD to coincide with its 45nm intro that would seem about right. Well it's clear now where Charlie gets his rumor from (this rumored new fab + ATI physics + GPU's + chipsets would be a nice fit). NVIDIA is from my perspective quite a bit similar to ATI, but with better ties to AMD, though it's quite a bit more expensive. Still AMD maintains, I believe to have read, that it hasn't been talking to ATYT about this, which for as far as I can read might be true. It fits with the we're-partnership-happy party line. We'll see. Regards, Rink