Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (26714)	12/13/1997 11:24:00 AM
From: Yousef	Respond to of 1576972

Jim, Re: "IBM could fab the K6 wafers couldn't they?" Yes from a technology standpoint, IBM could build the AMD K6 wafers ... however, this would raise the manufacturing costs (now two companies have to generate a profit) and it seems that AMD by themselves is having a hard time keeping the selling price/ASP's above the manufacturing costs !! IBM has wonderful technology, but is not a "low cost" producer of that technology. This is where Intel has a strategic advantage. Make It So, Yousef