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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST

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To: kpf who wrote (155333)4/8/2005 3:53:53 PM
From: Joe NYCRead Replies (1) of 275872
 
Klaus,

Fab36 acting as a delevopment fab for a while, most probably being utilized by the Consortium around IBM for 65nm and beyond was just beyond my imagination until yesterday. Although I knew pretty well IBM needs Fishkill capacities for Cell.

I always hoped that it that AMD could figure out a way to get some foundry work through cooperation with IBM (and Chartered) until AMD can sell fab full of processors. But I am not sure how Tom Sunderman's statements indicate that it is something that AMD is actively pursuing.

Joe
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