Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 227.95

+2.0%

3:59 PM EST

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To: redbird who wrote (21316)	12/1/2000 2:51:45 PM
From: andreas_wonisch	Read Replies (1) of 275872

Redbird, Re: OT: I talked to ISON today and the future sounds interesting. I'd also had a quick look at them today and with the AMD rumors the stock could be a good (speculative) buy. One thing I don't understand: Since ISON produce isotopic enriched silicon, they are at the very beginning of the supply chain (silicon --> crystals --> wafers --> dies). But how are they cooperating with AMD then? AMD could only use their "pure" silicon for their Palominos or other CPUs if the wafers were already made with it -- so they had to order from a wafer fab which used ISONs pure silicon but there aren't any (yet). Andreas

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