Intel Corp (INTC)

[SemiconEng]

Of course, this begs the question of what will happen to AMD's process development schedule. With IBM acting as Hector's sugar daddy on process technology, AMD will be in serious trouble to keep up with Intel.


I think any deal for IBM to get out of the semiconductor manufacturing business, would most likely have to contain provisions from the buyer that would cover the continuation of AMD's process technology agreements in some form. What form? Beats me, but intuitive logic tells me, that if I were AMD writing a Process Technology sharing agreement, I would include language to cover me, in case of this type of potential sale situation. Wouldn't you?