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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.32-0.2%3:59 PM EST
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To: Jim McMannis who wrote (80747)5/27/2002 4:18:57 PM
From: YousefRead Replies (1) of 275872
 
Jim,

Re: "It still begs the question..."Why is AMD relying on UMC for Athlon production
in the first place."?"

I have covered this before, Jim ... AMD can't afford 300mm production at .13um or
future generations. This is why they are relying on UMC at this technology
node and for all future technologies. You're right ... "Big Gamble".
BTW, I predicted this even before Hector came to AMD. Hector tried
to "valiantly" do this at Motorolo ... Couldn't overcome the "politics" there.

Make It So,
Yousef
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