Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 202.95

-16.2%

12:03 PM EST

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To: Ali Chen who wrote (75694)	3/27/2002 10:32:19 AM
From: Yousef	Read Replies (1) of 275872

Ali, Re: "This gives Intel tremendous advantages with regard to pricing, with heavy negative implications for AMD's ASP, and for many years to come (as you seem to agree about 2005 transition to 300mm), unless the Hammer platform is a true miracle." Ali, You're starting to get the "process thingy". Now, doesn't it also "bother" you that AMD will only get to 300mm by a "partnership" with UMC ??!! Hasn't AMD done "process partnerships" before (think Motorolo). How have these worked out ??!! Does this mean the next AMD CEO will be from UMC ??!! <ggg> Make It So, Yousef

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