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

To: Rink who wrote (138025)	10/28/2004 7:04:35 PM
From: UpNDown	Read Replies (1) \| Respond to of 275872

ixse on possible IBM manufacture Yes, I agree 100% that it would have to be Semprons (although what they're putting into Emma might also need fabbing at high volume, but probably not SOI). AMD can't afford to have the high-end manufacturing out of their hands; too much risk and the company at stake. Right now, though, AMD has moderately more capacity coming on stream and has to win sockets to be filled. IBM is an obvious target, and if they can be felled, it would be easier to get other commercial sales, perhaps even that other Austin company. IBM's problem is what to do about Power...

To: Rink who wrote (138025)	10/29/2004 3:05:28 PM
From: THE WATSONYOUTH	Read Replies (3) \| Respond to of 275872

That said I didn't mean to sound like I thought IBM as foundry for AMD was imminent or will happen at all, more like IF it happened I think it's not for Opteron cpu's, and IF it happens then I think the biggest chance is it will happen after trial runs showed reasonably binning Semprons. AMD's capacity to produce will go up several million per quarter by the end of the year. If AMD doesn't sell several million more cpus per quarter by say 1st quarter next year, then why in hell do they need to outsource to IBM? An outsource agreement with IBM will only come if AMD has signed contracts from someone to buy those chips before hand. Otherwise, Intel will simply come in and undercut (even at a loss) THE WATSONYOUTH