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

To: Paul Engel who wrote (52559)	3/12/1999 7:32:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1577836

Paul, Re: AMD buyout. In the hypothetical case if Intel bought out AMD for say $30/share. This would translate to less than a $5/share for Intel. They would gain from the flash. They would dump the Vantis to somebody for free. And offer the 2 MegaFabs fabs to somebody like TSMC to do general purpose foundry. The K7 would fit nicely in their product plans. Intels stock would immediately rocket by more than $5/share just do to lower compeitiion and higher ASPs/MArgins for the rest of the product lines. Of course Intel would want to do such a deal, if it was legal. Unfortunately it would never be allowed by the regulatory authorities. A mo better plan would be for them to pay some-one to buy AMD and shut down the x86 operation on the sly. regards, Kash

To: Paul Engel who wrote (52559)	3/12/1999 11:01:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1577836

Paul - RE: "Moreover, AMD's fabs are not for sale, Intel doesn't need them, Intel doesn't want them." Yeah, why would Intel want another fab when they keep DELAYING when to make one of their own - the Fort Worth, TX one.

To: Paul Engel who wrote (52559)	3/12/1999 11:08:00 PM
From: Aaron Cooperband	Respond to of 1577836

Paul - Thanks for your input. Aaron