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Politics : Formerly About Advanced Micro Devices

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To: Yousef who wrote (22642)9/4/1997 10:21:00 PM
From: StockMan   of 1572277
 
Yousef,
Re -- AMD getting K6's from IBM fabs.

Given AMD's yields for the next 2 Q's, they'd be better served by getting a higher cost 0.25u K6 from IBM, while they work on their process.

Since IBM has already committed to using K6's and their agreement with AMD is not public, they may have the capacity to produce these.

This may right now be the only salvation. Since their Fab25 is a mess.

regards
Stockman
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