Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: AK2004 who wrote (29040)	2/27/1998 3:07:00 AM
From: Paul Engel	Read Replies (4) of 1573232

albert - Your beloved analysts have some opinions on the AMD-IBM deal. Check it out. news.com " Still, such a shift would leave AMD with the question of what to do with its current manufacturing plants. The company has invested millions into its Austin plant and the to-be completed plant in Dresden, Germany. "It implies that they are throwing in the towel on their own [manufacturing] processes. The K6 is closely linked with their own processes," said Ashok Kumor, semiconductor analyst with Piper Jaffray. "They should concentrate on filling that damn fab (in Austin) instead of trying to find someone else." Acquisition rumors have swirled for months, he said, adding that he did not put great stock in the rumors. "AMD has a giant fab already," noted Linley Gwennap, editor-in-chief of The Microprocessor Report. "It doesn't make much sense to me." " -regards Paul

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