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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (29036)2/27/1998 11:21:00 AM
From: Profits  Read Replies (1) of 1573954
 
Paul,

AMD has Fab 25 and Sub Micron Development Center. Fab 30 is expected on-line in 1999. Now would it stand to reason that AMD (currently with 1 and half fabs on-line, might find it necessary to add IBM as a foundry. Given the fact that Intel has 6 megafabs I would think that adding IBM as a foundry wouldn't be a surprise to you. Doesn't this make sense? Intel produces 20 million CPUs per quarter, AMD historically has produced one tenth of that. Gee, let me see, hey IBM has a big fab and they're partnering with AMD. Sounds like a good fit.

Profits
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