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Technology Stocks : Intel Corporation (INTC)
INTC 36.66+1.3%Dec 29 3:59 PM EST

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To: Tony Viola who wrote (156640)1/23/2002 11:13:54 PM
From: Elmer  Read Replies (1) of 186894
 
How does UMC stack up against other foundries?

UMC has pretty good technology but foundries by nature are about 1/2 generation behind at any given time. It's their need to provide a generic solution that is both their strength and weakness. AMD won't get the performance they're looking for so they must be going for a cost advantage, but why would a foundry be cheaper than their own "World Class Yields"? <G>

EP
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