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

To: Yougang Xiao who wrote (38030)	5/2/2001 12:11:32 AM
From: Petz	Respond to of 275872

Yougang, thanks for the translation. Sounds to me like UMC might be making the SOI Athlon follow-on while AMD concentrates on the Hammers. As for "more orders than it is able to meet with its own chip factories," this would imply orders for over 7.5M K7's this quarter, a bit hard to believe. So maybe it is to meet an anticipated future need for more capacity in 2002. Found this blurb: marketwatch.com NEW YORK (CBS.MW) -- A parade of tech firms are slated to pitch themselves to Wall Street this week at the Merrill Lynch Hardware Technology Conference. The event at New York's Grand Hyatt kicks off with a keynote from fiber-optic switch maker Brocade Communications (BRCD: news, msgs, alerts) . Other presenting firms on the schedule include Broadcom (BRCM: news, msgs, alerts) , EMC (EMC: news, msgs, alerts) , Advanced Micro Devices (AMD: news, msgs, alerts) and Research in Motion (RIMM: news, msgs, alerts) . The conference is convening just as the clouds that have hung over tech stocks for the better part of a year have, in recent days, grown considerably less ominous. Tech leaders such as Intel have said they're hoping for a business upturn by the end of the year, even though, for now, layoffs continue to mount. Maybe some clarification of the UMC deal will occur at this Merrill Lynch tech conference. Their CPU analyst, Osha, has definitely raised his opinion of AMD lately, as I recall. Petz

To: Yougang Xiao who wrote (38030)	5/2/2001 1:08:10 AM
From: Yougang Xiao	Respond to of 275872

No UMC deal UMC's Step-Up to Made-to-Order Processors Aimed at Profit Boost 05/01/01 09:20 PM Source: Bloomberg News URL: investor.cnet.com Taipei, May 2 (Bloomberg) -- United Microelectronics Corp., the world's second-largest make-to-order chipmaker, said it will move up the chip chain to begin manufacturing processors, the ''brains'' of computers, in an effort to offset falling prices of less sophisticated integrated circuits. ''Processors would be the highest profit margin for us,'' said Alex Hinnawi, a UMC spokesman. UMC on Monday said its first customer for processors, which are among the hardest chips to manufacture, will be Palo Alto, California-based Sun Microsystems Inc., one of the world's biggest makers of server computers that run corporate networks and Web sites. ''We're making central processors for Sun's workstations,'' Hinnawi said. The shift in strategy comes as UMC struggles to boost profit amid slumping orders and prices. Net income in the first quarter of this year tumbled 13 percent from a year earlier to NT$6.5 billion ($197 million) as customers such as San Jose-based Xilinx Inc. pared orders. Hinnawi denied a report on the Ctech Web site today that UMC also has a contract to make processors for Advanced Micro Devices Inc., the Sunnyvale, California-based second-largest maker of the brain chips, after Intel Corp. UMC shares rose as much as NT$3.50, or 6.7 percent, in early trading. They've risen 15 percent this year, compared with a 13 percent gain in Taiwan's main TWSE Index.