Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.25

-3.1%

3:59 PM EST

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To: jcholewa who wrote (66685)	12/30/2001 9:23:14 PM
From: Elmer	Read Replies (2) of 275872

Okay, the deal with UMC can potentially increase AMD's unit production by as much as 25%. But I'm skeptical as to whether or not this can allow AMD to reach 30% given Intel's fab expansions (aren't we getting some of that next year?). This one's a head scratcher. AMD can't sell all the Durons they're already making and will probably have to write off a boatload of them. Meanwhile they want to contract out production and pay UMC for a product AMD is already selling at a loss? Is this because AMD wants to convert F25 completely to flash and therefore will have no Duron capacity? Why keep selling a product line that loses money when they will now have to pay an even higher die cost? This makes absolutely no sense, assuming AMD has good yields....... EP

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