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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Charles R who wrote (66443)7/22/1999 11:16:00 AM
From: kapkan4u  Read Replies (1) | Respond to of 1575624
 
<I think there is a huge opportunity for high speed SRAM in communication applications - I want to see some high speed SRAMS off Fab30 ASAP. The margins are about to explode in this biz, so AMD can afford not to have world class yields to make money in this biz and could also be good way to bring up the fab. What AMD is planning on doing about this low-hanging fruit is something I would like to understand.>

Is it possible that Motorola-AMD Cu technology agreement has some sort of condition precluding AMD from competing with Motorola in high speed SRAM business using Dresden? If there is no such condition how will such competition affect the relations between the two companies?

Kap.



To: Charles R who wrote (66443)7/22/1999 11:41:00 AM
From: Charles R  Respond to of 1575624
 
Looks like VIA is getting nasty with Intel on the chipset battles. Here is something I got from JCs.

watch.impress.co.jp

If true and if they can deliver on time, this could effectively take most of RMBS sales even for the highend PC market for the next 12-18 months.