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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST

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To: Yousef who wrote (76400)4/3/2002 6:38:15 PM
From: Joe NYCRead Replies (2) of 275872
 
Yousef,

AMD has been outsourcing chipsets to UMC, and has been able to sell them fairly cheaply. THe outsourcing may or may not happen, the extend is limited.

Later on, AMD will own half of the fab, so your concern about paying a middleman is valid only for the short term.

Joe
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