Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: bacchus_ii who wrote (38172)	5/3/2001 1:42:04 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

Gottfried did some digging on bloomberg for info and it looks like the deal might be more solid than we suspect. Here is few points of consideration: 1)amd recently started to work with ibm on soi dumping their investment into work with mot -- UMC said it had developed a manufacturing process with ibm and infinion to build faster and more complicated chips 2)intel throwing 7.5b to .13µ 300mm process counting on amd not been able to match it --- Trecenti, the JV of UMC and Hitachi, is the world's 1st exclusively 300mm fab that has delivered the 1st order to xilinx. 3) In fact, mr Chian of UMC stated clearly that amd is outsourcing because of the recent price cuts in order to reduce the cost of production -- hence per say it is not an issue of demand and supply Regards -Albert