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

To: dale_laroy who wrote (39032)	5/11/2001 9:08:34 PM
From: THE WATSONYOUTH	Respond to of 275872

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. I don't know what Moto's SOI process was originally based on. But, it was not IBMs. There NEVER was any collaborative effort between Moto and IBM on SOI process technology. I don't know where you get this stuff from. 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. If this is a strict foundry agreement whereby IBM fabs a limited quantity of product for AMD using an IBM SOI process, then I guess IBM could provide internally generated SOI substrates. But, IBM is not in the business to generate SOI substrates for AMD. If AMD wants to use IBM's technique to generate SOI wafers for their own use in Dresden, they will go through IBIS corporation who licenses the process from IBM. THE WATSONYOUTH