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

To: James Yu who wrote (28934)	2/26/1998 4:59:00 PM
From: AK2004	Respond to of 1573829

James at the analysts meeting intel indicated that power-pc business is shrinking. IBM is going to continue to use power pc. IBM does not have plans to expand competition with intel head-to-head. Ibm is about 18 months ahead of intel in copper tech. intel is not ready to use copper in the near future. the rest is open to a number of interpretations. it is obvious that ibm would not close their fabs so what does "head to head" means? It is definitely possible that ibm would use its facility for k7 production. AMD was negotiating a foundry deal with unnamed sources. Ibm, of course, a prime candidate. I am not sure how much economic sense would it make to outsource k6 production. It would make sense if the margins would be high enough. Regards -Albert ps I do not have any direct info of co-prod negotiations yet. amd is up by 15% now.