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

To: greg nus who wrote (29266)	3/2/1998 11:25:00 AM
From: Jim McMannis	Respond to of 1574055

Greg, In other posts I alluded to the Chips being currency...but in a pure foundry agreement wouldn't AMD not want the chips to be collateral? And IBM would just like to have the chips paid for rather than having to dump chips? I do agree that the chips could be considered currency...but then IBM would have the hassle of dumping the chips...If I was IBM I'd want a letter of credit. The more I think about this deal the more it sounds like AMD getting on .18 sooner than later...or at the very least, AMD is in it to get to some future process technology faster. IBM is helping them to keep Intel at bay and assure a cheap source of Non-Intel chips. They may just have some FAB space to fill too. Jim