Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (29078)	2/27/1998 1:37:00 PM
From: High Desert	Read Replies (4) of 1573685

"...bail out..." Those on this set of comments have used the term "bail out." This implies that the yield problems experienced in F25 cannot be solved. I have news for you - thay can be solved and have been solved. Simply put the only way to look at this deal with IBM is to see it as incremental capacity to F25, a filler of incremental capacity until F30 comes on stream, and a good deal for IBM's low end Aptiva where they can skim off K-6 products (of course, accounted for properly) for their own use. This is what I think they mean when they say "somewhat augment..." This is a simple deal and no more and the Stockies of thw world just don't get it.

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