Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.76

-4.8%

11:04 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: THE WATSONYOUTH who wrote (34200)	3/29/2001 11:33:25 PM
From: Joe NYC	Read Replies (1) of 275872

TWY, I think you are looking for ways IBM could fab thing for AMD. Was there anything in the press and annual statement blurbs that makes you consider to be a strong probability? Wouldn't it make more sense for AMD to structure the deal similar to the one with Motorola, which was just a transfer of expertise and some joint development? In that case, I don't know how much would be in it for IBM I'm sure they cut AMD a good deal since Davari/Shahidi/et al. want SOI to move into the mainstream in the worst way. If SOI is very important, and IBM has a lead, why would IBM want to bring it to the mainstream - meaning selling the expertise? Wouldn't it erode the premium they can get for fabbing SOI devices? Or do you mean by bringing it to mainstream, signing on more customers for foundry services who demand SOI, so that IBM can internally convert more of their capacity to SOI? Joe

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next