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


To: Jim McMannis who wrote (29136)2/27/1998 3:43:00 PM
From: Investor A  Respond to of 1574070
 
Jim,

<GGGgggggggggg>

It seems that the investors of IBM fabless partners are so scary about IBM ME partnership.



To: Jim McMannis who wrote (29136)2/27/1998 4:18:00 PM
From: AK2004  Read Replies (1) | Respond to of 1574070
 
Jim
ok, let say ibm would go for .35 (worst possible scenario). The process is proven and in existence for years so cost of production is very very very very very very low. So in order fo ibm to make 50% profit they would just charge amd very very very low for each chip.
As far as covering ibms you know what - that is funny because the value of amd is not that high to produce any sort of guarantees for ibm. :-)) be serious......
Just to give you something to think about just think way back of mot and intel or if you prefer apple and msft. Now you see my point about ibms power and willingness to share when they think its needed....
:-))



To: Jim McMannis who wrote (29136)2/27/1998 6:03:00 PM
From: Petz  Read Replies (2) | Respond to of 1574070
 
Jim, re:<If AMD had confidence in their yields they wouldn't need to consider IBM...>

Since AMD is stopping production of K6 (0.35) June '98 and has ANNOUNCED THIS, where would IBM get K6's from for their sub-0 PC's?

Let IBM make them! A K6-233 will be $90 by then.

Petz