Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (29075)	2/27/1998 1:37:00 PM
From: AK2004	Read Replies (1) of 1574005

Jim can I take a shot at that. 1st I do not claim any knowledge of amd yields except from supply indication which is extremely positive. 1)amd started negotiations few months back when they were just about to start conversion to .25 at fab 25. So it is reasonable to assume that IBM deal is in no way related to current yields. 2)you did not forget the copper part. IBM was planning to use it with power pcs but now the windows is open 3)your description of IBMs benefits is fairly plausible and might loose few points off the margins. But those few points were a fair pay for security of the company production with k6 and k7. its a mutually beneficial agreement for both amd and ibm and it is in no way related to current yields.

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