Replies to post #3335 on 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

[Elmer Phud]

subzero -

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.

Hmmmm.. Do we know you by another handle?

EP

[PKRBKR]

You think IBM wants its technology to go out the front door with AMD employees and into UMC's backdoor by other AMD employees?

IBM and UMC already have/(Had) a joint development program for logic technologies. I'm not certain of the length of the agreement or for which technology nodes but it does/(Did) exist.

I think it interesting that AMD is likely putting a fork in their own internal logic development activities. They had never done that with any other JDP agreement.