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To: dale_laroy who wrote (134339)	5/7/2001 11:50:33 AM
From: Dave	Read Replies (1) \| Respond to of 186894

Dale, I guess I don't understand how that deal would be good for AMD. Using history, when Cyrix signed the deal with IBM, IBM was allowed to manufacture one chip for Cyrix and one chip for IBM. Then IBM undercut Cyrix by selling at a lower price. Now, if history repeats, and AMD signs a similiar agreement with IBM, how does that help AMD? dave

To: dale_laroy who wrote (134339)	5/7/2001 12:21:08 PM
From: Elmer	Read Replies (4) \| Respond to of 186894

IBM's plans are to start shipping product from Fishkill in H2 2002 and have it at full ramp in early 2003. Dale, Are you claiming that IBM has entered into an agreement with AMD to produce AMD products? If so, you appear to be posting inside information that has not been publicly announced nor is publicly available in any form. This is a violation of the law and has no place here. It threatens this forum and anyone who participates in this discussion. EP

To: dale_laroy who wrote (134339)	5/8/2001 1:34:37 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Dale - Re :"IBM's plans are to start shipping product from Fishkill in H2 2002 and have it at full ramp in early 2003. AMD could commit to producing only Clawhammer and value segment Hammer processors at Fishkill. This means that by the time that Fishkill is at full ramp in early 2003, AMD's half of this 300mm fab would be flooding the market with high end desktop through value segment Hammer processors." You AMDroids sure live in your own alternate universe where nonexistent BARFons and late-later-latest Hamsters are growing on trees. The BARFon takes the cake - a week or so ago, nobody ever heard the name BARFon - and now all you Droids know every thing about it, every transistor - yet you haven't a clue what it really is. But IBM will be making them in volume - in your alternate universe ! Paul