Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim McMannis who wrote (29075)	2/27/1998 1:22:00 PM
From: Kevin K. Spurway	Read Replies (1) of 1574005

Jim, good post, I think you've got it right. There are some recognizable benefits to AMD, but most of them come only if AMD is still having yield problems at Fab 25. Hopefully, whatever else might happen, the fact that AMD has its own fab will keep IBM honest as a partner. If IBM puts K6 on a third rate process, it'll find itself embarrassed when it ends up only producing low end K6's, with AMD dominating the high end. AMD owes us more info about the terms of this agreement. As an investor, I value AMD's independence, and I don't like the the idea of AMD giving away K6/K7. There's material information being withheld here that we need to know! Kevin

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next