Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.10

-0.6%

3:59 PM EST

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To: Yousef who wrote (80820)	5/28/2002 2:22:09 PM
From: Jim McMannis	Read Replies (2) of 275872

RE:"AMD will have to "live" with UMC development schedule, device performance, and process bin split/yield. If UMC "slips" on their "commitments", then this could "wipe out" AMD. Big risk, IMHO. However, there aren't many good alternatives." Yes, a big risk. Well it was bad enough when AMD waited around for a Taiwan company to develop chipsets for the Athlon...now they are going to be at the mercy of one to actually make a CPU. This spells disaster to me. On the plus side...at least they aren't subbing out the Opteron and chipset development seems on schedule there. SO it's not nearly as bad as it could be IF Opteron makes it to market without too many hitches. I'd feel better to see AMD take some kind of controlling stake in UMC...

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