Advanced Micro Devices Inc (AMD)

[Elmer Phud]

CJ -

Sorry but you're not convincing me that IBM needs AMD's help in process technology or design. AMD has shown a consistent inability to match their designs with the capability of their process. The apparent poor yields they have shown over the last few years are best explained, IMHO, by over aggressive targeting of transistor channels in the attempt to gain more frequency. The addition of SOI and 2 pipeline stages has resulted in a slowing down of Opteron relative to it's higher clocking predecessor Athlon. These are not the signs of a level of process expertise that IBM needs to help them improve PPC. If they want poor yields, long delays and slower products then AMD has paved the way.