Friday, June 03, 2005 10:39:10 PM
Alan
If this is the case, I think it will accelerate IBM leaving the semi business, which is going to result in some very interesting things
I agree! I think it's a foregone conclusion. There's nothing to drive volumes and revenue to pay for process development. It's only a matter of time. So, if IBM exits the semiconductor business who's going to fab their Power products? TSMC?
If this is the case, I think it will accelerate IBM leaving the semi business, which is going to result in some very interesting things
I agree! I think it's a foregone conclusion. There's nothing to drive volumes and revenue to pay for process development. It's only a matter of time. So, if IBM exits the semiconductor business who's going to fab their Power products? TSMC?
