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To: Yousef who wrote (4639)	2/28/1998 9:36:00 PM
From: StockMan	Read Replies (1) \| Respond to of 6843

Yousef, Re -- "More punditry on the IBM deal." Seems like AMD finally figured it out. They can get chips cheaper by outsourcing. It should also be noted that its a "straight foundry" deal. IBM will not be using any of the chips produced nor marketing it as IBM-K6 (wonder what that does to the previous IBM packaging deal). Also wonder if AMD will still maintain their 25% less than Intel policy (Since IBM will not be able to produce the chips as cheaply as Intel can and the corressponding markup). AMD is moving towards becoming a "fabless" company. Wonder what it will do to the BOOK value everybody seems to be shouting about. Stockman