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: Elmer who wrote (66687)	12/30/2001 10:06:27 PM
From: heatsinker2	Read Replies (1) of 275872

Elmer- This one's a head scratcher. AMD can't sell all the Durons they're already making and will probably have to write off a boatload of them Hey, have you been paying attention? Yes, AMD is having trouble selling Durons made in Austin with a .18/aluminum process. With the evil devil Intel going to .13 celerons, the Austin Durons are becoming non-competitive. So should AMD spend a lot of money upgrading Austin or should they take the "virtual" approach and share costs with a partner? Since AMD does have manufacturing expertise to offer, presumably UMC is offering a good deal. Anyway, have a happy new years eve and best of luck in '02. Presumably 2002 will bring wisdom and a switch to become one of Jerry's kids.

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