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

To: Mani1 who wrote (58813)5/19/1999 5:29:00 PM
From: Kevin K. Spurway  Respond to of 1583478
 
AMD would not have traded up big today if a deal to buy Cyrix were in the works.

Kevin



To: Mani1 who wrote (58813)5/19/1999 5:31:00 PM
From: kash johal  Read Replies (2) | Respond to of 1583478
 
Mani,

Re: Couldn't disagree more.

Well, we need to know the price first before judging.

If the price is trading product rights and sharing foundry and some equity dilution then it's a win/win deal. If AMD pops a cheque for $500M(from the vantis deal say) for the fab and cyrix then I agree it would be a disaster.

I think AMD certainly could use another wafer fab that could build 0.18 micron.

Best regards,

Kash




To: Mani1 who wrote (58813)5/19/1999 5:47:00 PM
From: kapkan4u  Respond to of 1583478
 
<Mani - re: AMD is bleeding red, it must execute flawlessly to survive. Acquiring Cyrix from NSM could be the fatal mistake. If it pans out, I will sell immediately.>

Aggree. I will sell my AMD if they buy Cyrix. AMD needs a laser-like focus on what they are doing now.


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