tag:blogger.com,1999:blog-20686335.post6136500293727080029..comments2023-07-28T07:47:21.081-05:00Comments on Chicagrafo: CatastropheUnknownnoreply@blogger.comBlogger2125tag:blogger.com,1999:blog-20686335.post-2231198833141969022007-10-17T23:27:00.000-05:002007-10-17T23:27:00.000-05:00That is correct.In the Investor Village AMD messag...That is correct.<BR/><BR/>In the Investor Village AMD message board where I have been participating there have been numerous debates about this topic.<BR/><BR/>While the exact terms are not known, there are limitations on the quantities that AMD may outsource and they are 20%.<BR/><BR/>I am not a lawyer, but I am sure that any contractual obligation may be evaded by stretching the terms, furthermore, too many years have passed since the original agreement and it is not clear to me whether these limitations are definitive.<BR/><BR/>The license limitations also constitute a poison pill regarding AMD acquisitions, basically only someone with an x86 license (IBM) may acquire AMDEddiehttps://www.blogger.com/profile/16847784119837035473noreply@blogger.comtag:blogger.com,1999:blog-20686335.post-90148601805255310482007-10-17T23:11:00.000-05:002007-10-17T23:11:00.000-05:00Eddie,You make the comment that AMD can only outso...Eddie,<BR/><BR/>You make the comment that AMD can only outsource 20% of it's capacity to Foundries due to the x86 license with Intel? Do I read that correctly? So, currently, only 20% of it's needed supply could come from Chartered Semiconductor?Anonymousnoreply@blogger.com