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

To: Dale J. who wrote (33715)	6/29/1998 11:31:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 1571929

Dale J., No one will buy AMD at these valuations, especially with debts for a new fab, equipment, etc. and negative future cash flows due to Intel's AGRESSIVE low-end pricing. AMD doesn't add much value besides their hard assets on the balance sheet, imo. I don't think IBM will buy equity in AMD since they have a good set-up licensing their foundry business to all the clones. Forget CPQ since they have a big mess on their hands with DEC. Best possibility might be an Asian semiconductor. joey