Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : PRESIDENT GEORGE W. BUSH -- Ignore unavailable to you. Want to Upgrade?

To: rich4eagle who wrote (140727)	4/26/2001 11:54:00 PM
From: dale_laroy	Read Replies (1) \| Respond to of 769670

>AMD will have a very hard time surviving the might of Intel unless Intel wants them to, for monopoly reasons. Buying SGI would be worse than death for them and SGI, both are losing propositions. They should be happy to settle for Intel's crumbs< How about a little bit different scenario: 1) AMD strikes a foundry agreement with IBM, similar to the one Cyrix struck for the 6x86, whereby in exchange for low foundry costs to AMD, IBM gets to keep half the Appaloosa and Barton processors they produce to be sold under the IBM brand, with IBM also being licensed to produce one Barton processor for every Clawhammer processor AMD produces. 2) All desktop Barton and Appaloosa processors are produced by AMD. 3) IBM is also licensed to produce large cache versions of Barton into the enterprise/workstation market under the same terms. 4) The agreement is forward looking in that IBM will gain a license to produce all the desktop variants of Hammer when AMD migrates to K9. 5) The goal is that, by the time Fab35 begins to ramp, AMD takes a 30% market share by units, IBM takes a 30% market share by units, and Cyrix, Intel, and Rise split the remaining 40%.