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.

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

To: THE WATSONYOUTH who wrote (39006)	5/11/2001 6:34:44 AM
From: Gopher Broke	Read Replies (1) \| Respond to of 275872

Also, if it's a strict fab agreement, AMD would use its engineering resources to adopt Barton to IBM's .13um SOI process (not the other way around) But Jerry did state that IBM engineers were involved with the redesign work necessary to port to the IBM SOI process. I must admit I was surprised to read that.

To: THE WATSONYOUTH who wrote (39006)	5/11/2001 8:13:45 AM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>Where was it ever stated that IBM will allow AMD to use its SOI process (transfer of technology) in Dresden?< What I read was that AMD was licensing IBM's SOI process technology. If this were strictly a foundry agreement, there would be no need for a license. OTOH, this could be much less than it appears. AMD has been working with Motorola to develop an SOI process technology that was originally based upon IBM's SOI technology. It may be that AMD was not certain until recently that they did not have all the licenses from IBM needed to use the SOI process technology being co-developed with Motorola. The use of IBM's engineering resources would seem to indicate that AMD will indeed be using IBM's foundry services. However it could simply be that, as part of the agreement, AMD has to use wafers implanted by IBM, and the involvement of IBM's engineers is to adapt the Motorola SOI process to IBM's wafers.