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

To: Dr. Saeed Assadi who wrote (42649)	12/3/1998 12:38:00 AM
From: Yousef	Read Replies (1) \| Respond to of 1585114

Dr Saeed, Re: "Why should they spend their resources if they can make a solid "partnership" to get the technology with the modest consequences." For exactly the point that you bring up, Dr. Saeed ... The process development is "out of their control". Motorolo is selling IC technology to many different companies and into different market needs. I think AMD is making a financial decision to reduce cost at the risk of getting a slower, non-optimized CPU .18um process. You see the effect of Mhz and ASP's ... You tell me if the risk is worth it ?? Make It So, Yousef

To: Dr. Saeed Assadi who wrote (42649)	12/3/1998 12:14:00 PM
From: RDM	Read Replies (1) \| Respond to of 1585114

I think it is short sighted to think that "an in-house technology development is the best of all world". It has advantages (control, experience) and disadvantages (slow to develop and patent problems). 1. NIH is real. Developers like their own stuff more than others. Developers can blind themselves to the reality of others. 2. No new, radical technology such as copper is embraced by the majority of companies before a few take it and run with it. There will always be those that say that you really do not need it for the next generation, but do the following generation (delay). There will also be those that say that it is too risky. Ultimately the positive market acceptance of products utilizing the new technology may have a strong influence on which technology wins. The golden rule being "he who has the gold rules". Customer confidence is as important in technology selection as well as stock pricing.