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: Kevin K. Spurway who wrote (29051)	2/27/1998 11:35:00 AM
From: AK2004	Read Replies (1) \| Respond to of 1573930

Kevin why? It is true that amd needs help and it is true that fab25 is unlikely to produce 65M/year as Paul indicated but..... The deal starts in 3q/98 and for 2 years so it is probably going to cover k7 as well. Meanwhile amd is getting if not $$$ amount from ibm but at least credit which would worth for amd a lot. Where are the conclusions about 3nd rated fabs are coming from? IBM would be producing k6+3d and I would think that they would want some yields from it too. And why not copper since power pc is shrinking? Regards -Albert

To: Kevin K. Spurway who wrote (29051)	2/27/1998 12:53:00 PM
From: Paul Engel	Respond to of 1573930

Kevin - Re: " This deal doesn't make any sense to me, other than a desperate measure to keep AMD going until Dresden is up and running. " Yse, it is a desperate act - committed by a desperate man. Oh well, when your boat is sinking, you'll stick anything in the hole to plug the leak. Paul