Advanced Micro Devices Inc (AMD)

[conductor]

To wbmw,

IBM and AMD are both paying money in the form of paychecks to their process engineers, as well as any necessary equipment.

This is probably correct, but we cannot assume they are paying equal amounts. Given that IBM is "hosting", I would suggest that it is more likely that they are paying the lion's share.

IBM still has about $250-280 million worth of IP per quarter

Several posters have already pointed out your error. Perhaps this explains why you did not see the agreement as a very good deal for AMD. Would you have a different opinion, now realizing that AMD's quarterly payments amount to less than one-tenth of what you believed them to be when making your earlier statements?

I would not say that AMD clearly has superior process technology in all areas, or even, perhaps, in an overall sense. But it would not be too far-fetched, I think, to suggest they have areas in which their expertise surpasses that of IBM.

Yuri/conductor