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kpf

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Alias Born 03/06/2003

kpf

Re: wbmw post# 44393

Wednesday, 09/22/2004 2:35:13 PM

Wednesday, September 22, 2004 2:35:13 PM

Post# of 97753
wbmw

..IBM still has about $250-280 million worth of IP per quarter that they are putting into the project greater than what AMD can offer

An adventurous take.

The payments have really nothing to do with IP imo. I look at it as basically just AMDs contribution to the costs of running a development fab with all bells and whistles. The amount is fairly small because processing of development-wafers (and analyzing, etc) is done within IBMs foundry currently.

K.


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