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


To: AK2004 who wrote (49797)8/3/2001 3:31:53 PM
From: kapkan4uRead Replies (1) | Respond to of 275872
 
Lacking detailed knowledge, I would be more comfortable with AMD playing SOI in a niche market like mobiles and dense servers, while staying with bulk for volume desktop.

Note that AMD had a perfect backup for Fab 30 and Cu with the parallel production in Fab 25 on Al. Now AMD is putting too many eggs in one basket for my taste.

Kap