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Politics : Formerly About Advanced Micro Devices

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To: AK2004 who wrote (29058)2/27/1998 1:29:00 PM
From: Joe NYC  Read Replies (1) of 1574005
 
Albert,

Where are the conclusions about 3nd rated fabs are coming from? IBM would be producing k6+3d and I would think that they would want some yields from it too. And why not copper since power pc is shrinking?

One thing to watch is which process technology is going to be used in Q3 98. If it is anything less than 6X, it's a good indication that AMD is going to get screwed the same way Cyrix was.

Joe
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