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


To: Time Traveler who wrote (29031)2/27/1998 11:34:00 AM
From: Profits  Respond to of 1573841
 
John Wang,

After reading it in the papers, are you still not too sure about the AMD IBM foundry arrangement? We haven't been trying to pull the wool over your eyes like the Intelafelons, we are simply trying to enlighten you so that you can make good investment decisions on AMD. AMD adding capacity through a foundry arrangement in no way shows that AMD has "thrown in the towel" on Fab 25. Fab 25 was never expected to stand on its own to compete against Intel's 6 megafabs. I still can't understand why AMD adding capacity can be seen as a bad thing. And yields are no longer an issue. So IBM can expect to have a very robust processor to build.

Profits