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

To: Profits who wrote (28147)	1/27/1998 4:57:00 PM
From: Time Traveler	Respond to of 1576297

Profits, "By shipping dice to IBM instead of packaged product, this helps to alleviate one of the bottlenecks in production." IBM charges AMD for doing that. Thus AMD is not actually saving much money. "And IBM gets all the processors they want." IBM got some K6 for free. No wonder they opt to use K6 is one of their PC lines. It is hard for a company to pass on decent products like that, another one of AMD's loss. "So essentially you have both AMD and IBM building packaged K6 processors." We have not heard of AMD licensing IBM to fabricate K6. Why would IBM choose to produce K6 while they are getting them for free? "...[yield] issue has been resolved." Did you pay attention to CC? "Yield issue" has not been resolved [from the horse's mouth]. "The K6-3D and K6-3D+ will begin shipping in Q298 and AMD will once again be gaining ground on Intel." Wishful thinking number n (n been a very large natural number). "AMD has had to battle with Intel since 1985 when they decided to abandon their 2nd source agreement with AMD." AMD should have realized a hopeless war and quit long before, concentrating on other businesses instead of diverting such a large and very talented resource to x86. "Looks like a pretty sound strategy to me." Is this one of your many wishful thinkings for AMD? As you know, Christmas is still eleven months away! "Even people like you, Yousef, and Paul Engel will benefit from competition. Maybe then you'll understand." No, I would never understand that one. I want to make money, the more the better. Since this is an investment forum, you are preaching your non-investment strategy on deaf ears. John.