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To: Tony Viola who wrote (139649)	7/19/2001 1:31:35 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

>i>In their CC today, IBM blamed their microelectronics division a lot for their Q2 so so performance. No surprise to me. There is a mythology around IBM's process technology that is giving some AMD fans hope for rescue. Where are these ultra high performance processors coming from IBM's ultra high tech fabs? They aren't anywhere to be found. Just what is the process driver? The high volume product that IBM uses to really fine tune their process? Intel has PIII and P4 to hone their skills. The world could see if Intel suffered a yield crash but who would ever know if IBM's yields were in the toilet? Who can tell if they're always in the toilet? The point is that many people just accept on faith that IBM is a state of the art process leader but where is the proof they are a top notch manufacturer and why would their technology make AMD one? EP

To: Tony Viola who wrote (139649)	7/19/2001 1:52:56 AM
From: Saturn V	Respond to of 186894

Ref < In their CC today, IBM blamed their microelectronics division a lot for their Q2 so so performance. They also said that division would not produce well the rest of the year > This should not be a surprise since IBM is a foundry, and all foundries are suffering. UMC and TSMC are running at less than 40% capacity today, but were sold out a few months ago. The meltdown in the communication sector is the problem. Most communication chip companies use foundries, and they will not recover until the comatose communication companies like Cisco, Lucent and Nortel get some life.