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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 252.74+0.3%3:59 PM EST

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To: Pravin Kamdar who wrote (262492)11/12/2009 7:24:27 PM
From: jackthetabRead Replies (3) of 275872
 
Busy day so I am late to the party:

Re:"This is huge:

Second, we have agreed to a new patent cross-license agreement that gives AMD broad rights and the freedom to operate a business utilizing multiple foundries,
And third, GLOBALFOUNDRIES has agreed to terms that allow them the freedom to operate as an independent world-class leading-edge foundry company, going forward, without being a subsidiary of AMD. "

Perhaps this has already been said, but considering that in order to have a competitive cpu offering you have to have the most advanced and efficient process, what other foundry can AMD go to besides GF?

So, *shrug* who cares? What TSMC is now going to have a SOI HiKM 32nm process next year? AMD is still capacity constrained. Hell, they can't even to get enough gpu chips out outsourcing bulk SI. It allows AMD to dump its stake in GF for some quick cash, otherwise this changes nothing.

I wanted to go to court, get a fair trial that I thought would have a much more favorable outcome.

Sorry, not impressed.
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