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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 3:59 PM EST
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To: combjelly who wrote (66645)12/30/2001 8:58:42 PM
From: jcholewaRead Replies (2) of 275872
 
> With the shift to 0.13 micron and the use of UMC
> for the Durons, 30% won't be much problem.

That's questionable.

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?).
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