Intel Corp (INTC)

[borusa]

SZ, Re: On top of this, I'd guess that AMD worked for over a year with UMCs technology - and finally came to the conclusion that Elmer did over a year ago - it (UMCs technology) is unacceptable for high performance SOTA CPUs.

I'm not familiar with "SOTA". If that was in the agreement between UMC & AMD. If there ever is a rebound in PC's it would make sence to have some volume in the low price desktop segment.

IIRC, AMD got thier SOI from IBM in the first place (the caps lock working in this sentence). Maybe IBM is seeing AMD results with SOI and want to partner cause they are impressed with the yeild.

Or, maybe IBM is just out to get Intel, in the context of friendly business competition.

Just offering some alternative "I'd guess"s