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: Paul Engel who wrote (29041)	2/27/1998 4:03:00 AM
From: AK2004	Read Replies (1) \| Respond to of 1573383

Paul I really don't have to explain that one to you,THE EXPERT, do I?

To: Paul Engel who wrote (29041)	2/27/1998 7:08:00 AM
From: Maxwell	Read Replies (2) \| Respond to of 1573383

How AMD gains from the AMD-IBM deal: 1. It puts AMD into the "major league" with Intel as the manufacturing source of CPU. ...a) IBM will be the 2nd source supplier of AMD CPU ...b) AMD will reach their goal of achieving 30% of the market share. 2. It will send the credibility message to the box makers (such as CPQ, Acer, etc.) and motherboard/chipset makers that AMD is here to stay. These suppliers will commit to support AMD in making future products such as chipset and new motherboards. 3) CPQ will work closely with AMD to come up with a superior socket alternative to Slot 1, from the Alpha architecture. 4) IBM will license the "copper technology" and "gigahertz chip technology" to AMD. Why re-inventing the wheel? Just split the profit and you get a win-win proposition. This technology will be important technology for the K7 and beyond. 5) AMD will be profitable again sooner than expected. Conclusion: This deal secures AMD future position as a major player in the CPU makers. What IBM did is "adopting" AMD as their "red-hair step child". AMD will be under the umbrella of IBM. Now they will have a chance to fight the "evil empire" with CPQ as their alliance. AMD will benefit most in the K6+3D and K7 from IBM facility. This is where the performance of these chips perform well and beyond PII. In the plain vanilla K6 era AMD will not benefit much from IBM. This is the era where AMD makes little or no profits and just gaining acceptance in the market world. As you can see the pros in the article which Dr. Engel posted failed to see this. Perhaps they are trying to cover their short position. Maxwell PS. So are you ready to sell your AMD yet Paul? Or are you waiting for AMD to hit 40s.

To: Paul Engel who wrote (29041)	2/27/1998 11:44:00 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 1573383

Paul, Leave it to you to find some Intel serving comments from crippled analysts. What better way to ramp volume than to farm out some production? I do not see it as a throwing in of the towel, but a move to make many of a proven design, IBM has as good a fab as Intel, even better some say, and the K6-7 s which when done in copper will allow the processor to get to the 400-500 MHZ area easily. What better way to add a few more nails to the slot 1 coffin, than to have IBM hammer in a few? Bill