Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

+0.1%

3:59 PM EST

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To: Pravin Kamdar who wrote (10768)	9/29/2000 4:22:29 PM
From: THE WATSONYOUTH	Read Replies (1) of 275872

The Bad:Motorola is pissed at Hector Ruiz. This could have far-reaching negative implications -- in terms of the AMD/MOT technology alliance. In my opinion, this is not a concern. While the alliance may have been an initial benefit allowing AMD a quicker start into Cu BEOL, I don't see it as an absolute essential in the future. Moto is still not shipping any .18um G4 CPUs to Apple (look where they are) and from what I can tell no stand alone .18um SRAMs either. So, who is leading who here??? Moto's device design has never been first rate and I think AMD's engineers can do as well if not better. Also, I hope and pray AMD doesn't go down the SOI route that Moto is touting for Apple. x86 is not a niche market and time to market is critical. IMHO THE WATSONYOUTH

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