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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (38019)	5/1/2001 9:21:44 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

<font color=red>Awesome NEWS about UMC Jim.. I fixed your link. quote.bloomberg.com AMD can't make enough chips to supply demand. UMC to Make Processors for Advanced Micro, Web Site Says By Alan Patterson Taipei, May 2 (Bloomberg) -- United Microelectronics Corp., the second-largest chipmaker on a contract basis, said it will make processors for Advanced Micro Devices Inc., which has more orders than it is able to meet with its own chip factories, the CTech Web site reported, citing UMC President Peter Chang. AMD, the second-largest processor maker after Intel Corp., has increased its share of the market to about 18 percent and has given UMC one of its first contracts to make these high-margin chips that perform most of the computing functions in a personal computer, according to the Web site operated by Taiwan's largest newspaper. UMC has also received a contract from Vitesse Semiconductor Corp. to make digital signal processors, which are used to perform the main functions of mobile phones and other consumer electronic products, the report said. UMC said at its first-quarter earnings announcement on April 30 that it will make processors for Sun Microsystems Inc., one of the largest makers of servers, or computers that manage corporate networks and Web sites.

To: Jim McMannis who wrote (38019)	5/1/2001 9:41:06 PM
From: kash johal	Read Replies (3) \| Respond to of 275872

jIM, The UMC deal is to be expected. IBM and UMC are collaborating on next gen processess. So this is very logical. Very good move too. regards, Kash

To: Jim McMannis who wrote (38019)	5/1/2001 11:48:26 PM
From: Yougang Xiao	Read Replies (2) \| Respond to of 275872

Big difference between English and Chinese versions concerning UMC. English Version: <<Taipei, May 2 (Bloomberg) -- United Microelectronics Corp., the second-largest chipmaker on a contract basis, said it will make processors for Advanced Micro Devices Inc., which has more orders than it is able to meet with its own chip factories, the CTech Web site reported, citing UMC President Peter Chang.>> The above text seems to emphasize that (1)demand for AMD CPU is exceeding supply and (2)such demand and supply imbalance is occuring NOW. But The Chinese Version ctech.com.tw is mainly a story for UMC's fab production wins from SUN, Vitesse and AMCC. Concerning AMD, the article says "it is understood that, due to insufficient production in its high end CPU, AMD has promised UMC that portions of new generation CPU WILL be produced by UMC." The Chinese original version does not indicate the demand/supply imbalance as suggested by the English text. It's not a done deal yet, more like in Letter of Intent stage.