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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST
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To: wanna_bmw who wrote (147353)11/11/2001 12:45:59 AM
From: Elmer  Read Replies (3) of 186894
 
Maybe AMD plans to outsource their "As Market Demands" Duron chips, so that Fab25 can be converted to Flash, and Fab30 can be devoted to Hammer.

I thought it was already the plan to convert Fab25 to flash and Hammer is too far off to be a factor now.

So why would it be cheaper to outsource Durons when Fab30 isn't yet at full capacity? AMD is announcing that UMC with their builtin profit margin is a lower cost producer than AMD itself.

EP
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