Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: milo_morai who wrote (38263)	5/3/2001 11:38:08 PM
From: jcholewa	Read Replies (1) of 275872

> What about IBM and UMC producing? IBM produces Hammers for AMD and UMC > produces Morgans and T-birds/Palominio's as well. The speculation to which you responded was actually a response to somebody suggesting that AMD doesn't need the extra sources of manufacturing. That is why my example did not count them as an option -- I was explaining that it is entirely possible for AMD to be unable to meet the 30% market share target using only the current fabs.     -JC

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