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

To: Dan3 who wrote (92183)	1/13/2003 2:19:36 AM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 275872

I wonder if IBM has decided that it's time to put the Genie back in its bottle Well, IBM has had quite a few of these tech agreements. In the past, they were all for foundry processes. This one appears to be for IBM's leading edge logic process which includes SOI, low K dielectric. local interconnect, etc. While probably worth several hundred million dollars, only a fab agreement would help IBM fill up the the new 12 inch fab in East Fishkill. I think it is at least 6000W/week capacity. They are going after Apple's business with a Power 4 derivative but that's only about 4 million a year. They should be able to easily crank out 1.2 million high end processors a week which is more than enough for AMD, Apple, and internal IBM needs. Without AMD, that fab remains largely MT even with a modest upturn in semiconductor demand. IBM Micro lost money last year. Also, there is no way AMD can afford an interest in a 12 inch fab in the next couple of years. I would hope they have all ready secured a agreement with IBM. Quite honestly, I think IBM Micro needs their business as much as AMD needs their tech. Had I not retired, I'd have been right in the middle of all this. I wonder if they would be interested in a part time contractor? THE WATSONYOUTH

To: Dan3 who wrote (92183)	1/13/2003 2:31:36 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

Lots of Hammer motherboards. If I had a Hammer... amdboard.com Hammer chipsets...no hammers. amdboard.com