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: Joe NYC who wrote (29160)	2/27/1998 8:07:00 PM
From: Kevin K. Spurway	Respond to of 1574005

Re: "But it appears that the agreement with AMD is different." This is good news. Maybe IBM will just crank out low end .35u K6's on one of their older processes.

To: Joe NYC who wrote (29160)	2/27/1998 8:59:00 PM
From: Profits	Read Replies (1) \| Respond to of 1574005

Jozef, AMD cannot be compared to Cyrix. At the time, Cyrix was infitely smaller than AMD is. Cyrix didn't have a fab. Their deal with Texas Instruments had fallen through. They desperately needed IBM as a foundry. AMD is a $2.5B company with a proven design, it's own fabs, an excellent marketing organization, an experienced sales force, etc.. AMD's deal with IBM in no way resembles the crappy deal that Cyrix was forced to sign. They had no other choices. They had already severed negotiations with TI, and who else was going to build it for them (National ... no, Motorola .... no). Their hands were tied. Profits