Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 240.78

-4.5%

12:47 PM EST

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To: andreas_wonisch who wrote (79636)	5/7/2002 4:37:40 PM
From: Yousef	Read Replies (1) of 275872

Andreas, Re: " ... except of course for the persons involved who lose their jobs. (but they will probably find quickly new jobs because of their qualifications)." Don't count on these people finding "new jobs" quickly. Most US Fabs are starting to outsource their production (Motorolo, Lucent, AMD, TI, HPQ, ...). Even that article talked about "layoffs" at Motorolo in Austin. The "fact of life" is that most US IC companies cannot afford to continue process development at 90nm on 300mm wafers. These companies will go to the top foundries (TSMC, UMC, and CHRT) for their wafers. BTW, I have been posting about this "business model" change for some time. In fact, when Hector came over to AMD, I predicted that AMD would head this direction since Hector is the ONE who started Motorolo down this path. Make It So, Yousef

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