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subzero

02/27/09 3:52 PM

#76766 RE: mas #76762

" ‘Smart men have foundries,’ is my new quote,” said Meyers during a Feb. 26 interview with eWEEK. "

So....Dirk is telling you and me and the world that he and AMD were DUMB as Doorknobs for owning fabs for the past 40 years -

...and they will magically wake up SMART next week when they end up owning 34% of a foundry with no foundry experience nor foundry customers - other than AMD?

How is that possible?
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subzero

02/27/09 4:01 PM

#76767 RE: mas #76762

Hey, Mas !
Maybe Intel is going to wake up Monday and be as SMART AS DIRK - and have a foundry of their own.
Whaddaya theeenk?

February 27, 2009, 2:58 pm

Intel, Taiwan Semi Plan Strategic Announcement

Posted by Eric Savitz
Intel (INTC) and Taiwan Semiconductor (TSM) will hold a press event at Intel HQ in Santa Clara Monday to make a “strategic announcement.”

The key players:

From Taiwan Semi, CEO Rick Tsai and VP of Sales and Marketing Jason Chen.
From Intel, Anand Chandrashear, who run the company’s Ultra Mobility Group, which includes Atom, and Sean Maloney, chief sales and marketing officer.
Fascinating. TSMC, of course, is the world’s leading contract chip manufacturer. Intel, of course, has its own fabs. Will Intel be outsourcing some production to TSMC? According to one report, Intel CEO Paul Otellini this week said the company could adopt a foundry model for its NAND flash memory business. Or could Intel be handing over some capacity to TSMC? I have no idea. We’ll find out Monday.


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