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 Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (22059)	7/22/1998 3:22:00 PM
From: David Rosenthal	Read Replies (1) \| Respond to of 70976

Katherine, I think that demand for AMD CPU's is pretty good (it's the ASP that stinks). When the agreement was negotiated AMD was transitioning to a smaller feature size and was still fighting yield problems. My read on the agreement with IBM was mainly as a backup to insure that they could meet demand if they still had internal problems. I agree with the main point here in that there is nothing in this announcement that suggests increased capital spending. Dave