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Politics : Formerly About Advanced Micro Devices

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To: Maxwell who wrote (29045)2/27/1998 12:48:00 PM
From: Paul Engel  Read Replies (2) of 1573450
 
Maxwell - Re: "How AMD gains from the AMD-IBM deal:"

Your post is well thought out and articulated.

However, you assume only the Best of situations.

If Fab 25 is truly a MegaFab, why does AMD have to use IBM to bail them out?

Thius deal confirms Austin is a MegaFlop.

That will impact AMD's financials very soon (it already has, actually).

Don't forget - AMD's customers and potential customers are now in competition with AMD's supplier.

Paul
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