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To: Yaacov who wrote (52016)	4/3/1998 4:39:00 PM
From: AK2004	Read Replies (1) \| Respond to of 186894

Yaacov I do not know anything about it. I have heard references from analysts to the rumors that someone may take a upto 25% equity stake in AMD. Could you please tell what the article said. Regards -Albert ps I will try to pull all the news under Seimann and amd and see if I can dig something up

To: Yaacov who wrote (52016)	4/3/1998 6:26:00 PM
From: Tony Viola	Respond to of 186894

Yaacov, buongiorno. Re: "Today I read on a local news paper that Seimann-Nixdorf is seceretley negotiating with buy AMD for a merger or to buy the company!" Good, maybe they'll move Jerry and the rest of the mess to Germany. I'm tired of seeing their green and cream buildings during noon-time walks. Years ago, AMD tried to put a plant into Tijuana, Mexico. They gave up on it after having problems for a long time (bad yields). Electronic News coined a phrase describing the cause: VD on a wafer. When I walk past one of their buildings, I think of that. Let's see, what can you say about how to cure the Texas and California plants' low yield problem? How about "use Silicon, not taco chips." BTW, re Mexico, I have been to Motorola's plant in Guadalajara, Mexico, and they are very successful there. Great clean room atmosphere throughout, and, they get very good yields. Ciao, Tony

To: Yaacov who wrote (52016)	4/3/1998 11:27:00 PM
From: Paul Engel	Respond to of 186894

Yaacov - Re: "Seimann-Nixdorf is seceretley negotiating with buy AMD for a merger or to buy the comapny! " I haven't a clue if there is any truth to that story. However, Siemens - parent company of Siemens-Nixdorf - and AMD have had a long relationship together. In the late 1977, a subsidiary of Siemens bought 500,000 shares of AMD - about 17.5% of the outstanding shares at that time. In 1978, AMD sold that subsidiary of Siemens another 750,000 shares (following a 2 for 1 stock split) for total of about 35% of the outstanding shares. A Dr. Friedrich Baur of Siemens has been on the AMD board of directors since at least 1978. I recall that Siemens sold off their AMD shares during the late 1980s or early 1990s. Thus, there is a long history of AMD and Siemens financial cooperation. Paul

To: Yaacov who wrote (52016)	4/5/1998 2:03:00 PM
From: greg nus	Read Replies (1) \| Respond to of 186894

Yaacov and Albert. Seimanns is a joint venture partner with MOT to build a new simiconductor plant in Dresden Germany also the home of AMD new fab. If your heard rumors about Seimanns negoitating to buy AMD several possibilities come to mind. 1. AMD bit off bit off more than they could chew with the simatanous expansion of a second Flash plant in Japan and the Dresden Fab start. These plans were predicated on a profitable AMD for 96 and 97 and 98 to generate earnings to support the plan. Seimanns may be negotiating to take over AMD's Dresden fab. Several things may have precipated this. Asside form the AMD lack of earnings to support the expansion. Signficant changes in chip geometry .25u to .18u and looking forward the advent of 12" wafers technology would give AMD double to tripple capacity right in FAb 25 alone by 2001 or so. A Seimanns buy of Dresden would aslo square AMD executiesPrevit's and Allan statments about AMD not selling a stake in the company. IF you want to continue to discuss the rumormill about AMD selling a stake. Were a stake to be sold MOT might be the buyer. If MOT buys it can scrap Power PC chip making and get real for a change competing against Intel, from an alliance with CPQ to foundry Alpha and in one fall swoop regain its sime conductor prowless and fill its underutilized chip making facilities. Right now motorola semi division is lost in space somehere and no one nows were it will land when it returns. MOT might split itself in two, Comsumer/Commercial-Industrial. If so I doubt it would be contimplating a direct competion move against Intel. Even though it's the right thing to do. MOtorola just announced palns to build a Semi plant in Krakov Poland. So MOt has Euporpe's low cost labor market in mind. I don't know why GE does'nt buy AMD for that mater.