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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.06-1.1%Jan 5 3:59 PM EST
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To: Elmer who wrote (49643)8/1/2001 11:29:06 PM
From: Yousef of 275872
 
Elmer,

Re: " ... assumption that IBM has some super process technology hiding
in their labs that will save AMD's bacon if they can just get ahold
of it ... SOI will not save the day for AMD."

The even "scarier" belief is that Motorolo is a world-class
process development organization. Motorolo is very far behind in
defect density/cost. Good luck, AMD.

Make It So,
Yousef
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