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

To: Aaron Cooperband who wrote (28041)	1/23/1998 7:33:00 PM
From: Yousef	Read Replies (2) \| Respond to of 1572108

Aaron, Re: " Can you please give your opinion as to what parts/products/skill sets of AMD would be potentially of value to a purchaser?" I would be happy to give my opinion ... the most valuable resource that AMD has is its employees. In this age of high technology IC processes, trained, experienced personnel (operators, technicians and engineers) are hard to find. If you ask how much AMD is worth ... I would look to the DEC Fab sale to Intel as a benchmark. DEC sold their Fab and Alpha design to Intel for about 700M$. I would value Fab25 and the K6 design at about that amount of money. If you throw in the SDC process development center and Flash business for another 500M$, then the total price for AMD would come in at about 1.2B$ or $8.50/share. I think potential "suitors" could be other big IC companies like Motorola or TI that could be looking for the Fab space and processing expertise. Both of these companies would re-direct the business away from the K6 and direct competition with Intel. This business model was never going to work. Make It So, Yousef