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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST
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To: greg s who wrote (149180)11/22/2001 2:11:57 PM
From: Paul Engel  Read Replies (1) of 186894
 
Greg - Re: "I would vote higher. In my experience with a few programs, die costs are almost always marginally higher at a foundry, compared to an internal fully loaded fab with decent yields on a comparable process."

Yep.

And the good foundries get their money UP FRONT - before they ship the wafers back to AMD - via direct payment or guaranteed letters of credit.

So AMD may show a new negative cash flow on foundry operations.

Paul
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