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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.54+1.6%12:59 PM EST
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To: combjelly who wrote (76393)4/3/2002 4:47:53 PM
From: YousefRead Replies (3) of 275872
 
Combjelly,

Re: "Fully processed? A little under $1800."

You need to be careful here, Combjelly ... This is where a "little knowledge",
gets you in "trouble". What you quoted is wafer cost. What was asked
was wafer price. BIG DIFFERENCE ... Particularly with AMD going to
"outsource" through UMC. Let me guarantee you that the wafer price for
.13um at 200mm is higher than $1800. AMD will have to pay a "profit"
to UMC ... This is one reason I question that particular "business model".

Make It So,
Yousef
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