Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: niceguy767 who wrote (81374)	6/3/2002 12:50:50 AM
From: Yousef	Read Replies (2) of 275872

Niceguy, Re: "One week to June 8...a glimpse behind the veil..." Maybe this is what Jerry will talk about --> World needs fewer chip suppliers, analyst says SANTA CLARA, Calif. - As if a lousy business climate weren't bad enough, there's more to worry about for semiconductor manufacturers. "The simple fact is that we won't be needing so many chip vendors in the future," Dataquest analyst Jim Tully said this week. "Many firms that are now fabless chip houses should seriously consider becoming IP [intellectual-property] vendors instead." Looks like AMD is doing their part by outsourcing future silicon manufacturing to UMC. Pretty soon it will be INTC and IBM left in the USA. Make It So, Yousef

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