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

To: neolib who wrote (256538)10/8/2008 1:29:23 PM
From: mas_Read Replies (2) | Respond to of 275872
 
The only difference is that ATIC will also carry IBM's bulk as well as its SOI process. Seems more like insurance to me ;-).



To: neolib who wrote (256538)10/8/2008 1:37:44 PM
From: Elmer PhudRespond to of 275872
 
I would expect tight integration of AMD's CPU designs and TFC's process development to continue.

That would discourage other customers from coming on board because TFC couldn't give them equal attention. AMD/TFC has no infrastructure to support new customers and new customers are essential if this new organization is going to be any different from the old money losing AMD. I watched Intel try to get into the ASIC business. It ain't pretty.


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