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 (32325)	5/2/1998 2:31:00 AM
From: Joey Smith	Read Replies (1) of 1572102

Paul, good point. re:But IDT will have IBM making their chips...at the same time AMD has IBM making the K6. The big winner here is IBM Microelectronics. An AMD investor should be concerned that their relationship with IBM is not exclusive, nor specialized. When a problem occurs on the line or AMD wants higher priority with chip delivery, don't expect IBM to be bending over backwards. This is also the reason why IBM will not make an equity investment in AMD. IBM will use K6 as a testbed for learning about their .25m, .18m process, copper technology, and they still get revenue from providing this service. Why invest in a company that will continue to rack up losses?? joey joey

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