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Politics : Formerly About Advanced Micro Devices
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To: AK2004 who wrote (29144)2/28/1998 10:21:00 AM
From: Jim McMannis  Read Replies (1) of 1574187
 
AL,
RE: "
ok, let say ibm would go for .35 (worst possible scenario). The
process is proven and in existence for years so cost of
production is very very very very very very low. So in order fo
ibm to make 50% profit they would just charge amd very very
very low for each chip.
As far as covering ibms you know what - that is funny because
the value of amd is not that high to produce any sort of
guarantees for ibm. :-)) be serious......"

You have to be kidding. AMD couldn't get good yields at .35 what makes you think IBM can? Even if they could...this yields 233MHz parts at best and by the 4th qtr this will be low end...Why would IBM want to be stuck with a bunch of low end chips? What good AMD possible learn from IBM at .35 when they have already moved to .25?
IBM will likely make the higher speed grade parts...if I was IBM that's what I'd insist on doing to cover my a$$ets.

Part 2,
IBM knows that AMD can't guarantee anything. The gaurantee will be that IBM can dump chips if need be even if they have to pay AMD a little bit. IBM doesn't want to be stuck with slow chips.

RE:"Just to give you something to think about just think way back of mot and intel or if you prefer
apple and msft. Now you see my point about ibms power and willingness to share when they
think its needed...."

Not quite sure what you mean by this...please explain further.

Jim
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