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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 204.70-2.5%3:59 PM EST
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To: Epinephrine who wrote (33635)3/27/2001 11:59:56 AM
From: ScumbriaRead Replies (2) of 275872
 
Ep,

A foundry which puts their customers out of business will not last long as a foundry. The only reason anyone goes to IBM anymore is because they want cutting edge technology (as AMD is doing with SOI.)

Instead of underselling Cyrix with their half, IBM could have sold all the wafers to Cyrix and let Cyrix make money off them. At the time, M1 was about 50% the price of an equivalent Pentium.

Scumbria
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