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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Hans de Vries who wrote (33559)	3/26/2001 7:11:43 PM
From: dale_laroy	Read Replies (3) \| Respond to of 275872

"I don't know what to think of the chip design services that AMD said it has contracted IBM for according to the FT article." The most straight forward explanation would be that IBM is signed on as a potential foundry, and AMD is providing IBM with the artwork for the Athlon/Duron and paying them to optimize these designs for the IBM foundry process. Or maybe it is chipsets that IBM could become a foundry for, same basic hypothesis.

To: Hans de Vries who wrote (33559)	3/26/2001 10:41:03 PM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 275872

It may well be that AMD/Motorola's work on HiP7 + SOI involves IBM patents that were already cross-licensed with Motorola (because of Somerset) but not yet with AMD. The Somerset alliance dissolved two years ago. It was a alliance in design only and did not involve process ....especially SOI. I don't think Moto has anything to do with this other than the probability that their future SOI process doesn't cut it. The "contracting of chip design services" implies AMD access to IBM's design manual, device model, and circuit model. This means either AMD has licensed IBM's SOI process or IBM will be fabbing wafers for AMD (AMD using IBM's design manual,device model, and circuit model to design ??? to conform to IBM's SOI process) The fact that it was announced and was a "multimillion dollar agreement" means it must be more than just some evaluation runs which are routinely processed unannounced. I don't see how IBM can supply much of AMD's SOI requirement so don't know what this really means other than it appears they will be supplying something. THE WATSONYOUTH