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

To: Jim McMannis who wrote (28945)	2/26/1998 4:41:00 PM
From: Kevin K. Spurway	Respond to of 1573901

I agreed, I'm not sure this is such good news is IBM manages to negotiate itself a sweetheart deal. Hopefully AMD knows enough not to sell them the crown jewels. On the other hand, maybe these talks between IBM and AMD are more than just outsourcing talks. Buyout, anyone? That would explain why AMD has been silent for a while now. Ah, well. Too much to hope for. Chances are AMD will screw up and become another Cyrix. Kevin

To: Jim McMannis who wrote (28945)	2/26/1998 8:34:00 PM
From: Petz	Read Replies (3) \| Respond to of 1573901

The best type of combination with IBM would be one in which IBM gets rights to the K6 in exchange for IBM copper technology to be used on the K7 at 0.18 micron. Here is a stupid analyst quote from Reuters story: SoundView Financial analyst Scott Randall noted that AMD's production problems stemmed in large part from the fact that wafer yields -- the ratio of usable wafers after processing -- at AMD's plant were too low. ''If that's a design issue, you probably won't see a dramatic change with a foundry agreement with IBM,'' Randall said. ''In that case, people looking at this as a magic bullet could be jumping to the wrong conclusion.'' The comment is stupid because IBM wouldn't be talking about making the K6* if they weren't convinced the yield problems were solved. The fact that the ARE talking is proof that the yield problem.... ISN'T anymore. Petz