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

To: Petz who wrote (38027)5/1/2001 11:43:12 PM
From: milo_moraiRespond to of 275872
 
John, Fab25 will be producing Morgans, and T-birds. IMO. FAB 30 will be all Palomino's mobile and desktop/server.

UMC will produce DURON's for Corporate and Retail.

I'm sure AMD has a good stock pile of 1Ghz Duron's for release.

Thats my WAG.

M.



To: Petz who wrote (38027)5/1/2001 11:58:53 PM
From: milo_moraiRead Replies (1) | Respond to of 275872
 
John, note they did say "second half of 2002 under a worst-case scenario."

theworkcircuit.com



To: Petz who wrote (38027)5/2/2001 12:34:22 AM
From: kash johalRead Replies (2) | Respond to of 275872
 
Petz,

I think hammer is late.

I dont buy the SOI argument.

I know Palomino is late.

I don't buy its been ready but AMD has been waiting argument.

As far as UMC.

UMC has Cu and they have work ongoing with IBM.

UMC already does foundry for AMD on chipsets.

I think UMC will be gearing to supply 20% of AMD needs in 2002/2003.

They will likely build durons/morgans etc there would be my guess.

regards,

Kash


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