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To: Joe NYC who wrote (28337)7/17/1998 1:22:00 AM
From: Dale J.  Respond to of 33344
 
Joe,

I didn't think it was a big deal. After all, the article indicated
the transition to copper may take years and it will be complex, requiring hefty investments for new manufacturing tools.

AMD doesn't have years to wait or money to spend.

If MOT acts as a foundry for AMD, that is also bad for AMD. AMD will be at the mercy of MOT's schedule. I guess we'll have to wait for the announcement.

Dale