Jerry,
One problem I see with something you said is this
does AMD management really have a viable business model that will sustain not only self-sufficiency but long-term growth? Will they generate enough profits to fund their R&D for K9 and beyond, as well as the development of deeper sub-micron processes? Or do they just assume that some other company (as IBM has done now) will take pity on them and bail them out at just the right moment?
If you do any reading 90 nm and beyond require a tight relationship between design and process. This is now lost unless AMD realy does no design. I see IBM as a company trying to sale their process as a foundry and show their strength in comparisions to foundries. They are not trying to outprocess intel...but taiwan. They want to make money and draw the good business from the foundries. AMD is doomed. They are really not in control of their process. I have stated before they will see a Cyrix fate..many here ask what if the cpu business is sold? To whom and for what? It's the team the makes the chips not the company value in whatever....will the new owner get the team>
AMD is on a downward spiral. They had a good run but with no fab and control over process they are doomed. Imagin you are in a partnership with IBM, do they really care about your ideas to try to push Fmax or IBM profits. I see a tie to IBM as a kiss of death.
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