Seeking Alpha

principle » Comments » Single Comment |

  • Intel: Is AMD's Foundry a Subsidiary or Not? [View article]
    selling foundry time will make them more competitive. they run the foundry now. They have the services, their people deal with thier people, now they just have to deal with more people. How is building other people stuff far different, explain it. Technically its very the same, its just customer service wise different. Now their people will be more fully utilized. How many of anything have you ever designed and had fabricated at a foundry?

    Its a capital investment cost, and a price war where they lost money, somewhat on purpose to try to gain marketshare, but it was a dumb management, not incompetent technicians and engineers. Look at the flash industry, none of them really do great either trying to be competitive.

    Its not AMD either so no they havent lost $6.5B, its a "new" company, different venture. The best part of AMD, the pure fabrication side is in question, not thier dumb management.
    Jan 26 23:52 pm |Rating: 0 0
All Comments by principle »
Comments by Ticker
principle's
Comments Stats
42 comments
Rating: 12 (18 - 6 )