Profits,
Don't be too sure about the recent RUMOR between AMD and IBM! As Joey, Keeloha, and others have put it, they and I just do not see what good this would do to AMD! It only benefits IBM. I am very willing to listen to non-fantasy scenarios that are beneficial to AMD!
As I have also stood to my assessment about K6's very poor yield, it is not a tactical stupid mistake by Fab-25 managers but a strategic blunder by upper management to bet on this K6 manufacturing technology, in which the top-dog was "let go"! IBM would thus experience the same yield as their Power PCs. To IBM who has been dominating in the high-end market, the same type of yield encountered by AMD is satisfactory to IBM. Now, AMD is down-playing the K6 into the lower end market, IBM would be in a very deep surprise. Again, as some one has already pointed out, IBM is just trying to ship computers with IBM made K6, and that's all. After all, IBM has to keep their Burlington plant busy, even producing K6 at low profit margin, better than idling!
John.
Ps. My parents' '88 Mercedes leaks oil; my '89 Ford Mustang GT does not! |
