Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.02

+6.4%

Jan 13 3:59 PM EST

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To: Rink who wrote (138025)	10/29/2004 3:05:28 PM
From: THE WATSONYOUTH	Read Replies (3) of 275872

That said I didn't mean to sound like I thought IBM as foundry for AMD was imminent or will happen at all, more like IF it happened I think it's not for Opteron cpu's, and IF it happens then I think the biggest chance is it will happen after trial runs showed reasonably binning Semprons. AMD's capacity to produce will go up several million per quarter by the end of the year. If AMD doesn't sell several million more cpus per quarter by say 1st quarter next year, then why in hell do they need to outsource to IBM? An outsource agreement with IBM will only come if AMD has signed contracts from someone to buy those chips before hand. Otherwise, Intel will simply come in and undercut (even at a loss) THE WATSONYOUTH

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