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

To: AK2004 who wrote (29126)	2/27/1998 3:12:00 PM
From: StockMan	Read Replies (1) \| Respond to of 1574060

Bert, Re -- Amd's ultimate goal is 30% of the market which is close to 25M, I believe... And theres a SLOW...SLOW TRAIN COMING...COMING ROUND THE BEND!!!!! Stockman

To: AK2004 who wrote (29126)	2/27/1998 3:16:00 PM
From: Investor A	Read Replies (1) \| Respond to of 1574060

Albert, Don't get too excited with IBM ME. IBM is a strategy play in x86 market. Their main interest is to maintain certain competition while milks Intel competitors to the utmost. If you look at what happened to IBM's fabless partners, NexGen, Cyrix (and the current AMD), you would get the full picture. What fab partners AMD needs now are the professional foundry partners, like UMC, TSMC, NEC or Samsung. BTW, the stock price of UMC has been up almost 20% since last week. Wondering if there is anything going between these two old-time partners?

To: AK2004 who wrote (29126)	2/27/1998 3:36:00 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 1574060

AL, RE:"It is a plus for ibm, no doubt about it. I do not see why it is not a positive news for amd as well." I thought I had made that clear. While it could help AMDs market share it hurts their bottom line. If AMD had confidence in their yields they wouldn't need to consider IBM...If IBM can dump AMD chips on the market that takes AMDs pricing out of AMDs control. Something tells me that IBM isn't going to agree to a FAB agreement unless they can cover their behind. IBM is out for IBM...not to help AMD... Let's suppose NSM comes out with a great MXi chip...really fast with a fast FPU...on a 62mm die size...don't think for a minute that IBM wouldn't switch their best processes to that chip and stick their name on it if they deemed it to their advantage... If AMD can't make it by going alone on the production then they lose control... Jim