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

To: andreas_wonisch who wrote (59188)10/18/2001 6:15:05 PM
From: chuckles58Read Replies (1) | Respond to of 275872
 
"Unfortunately AMD isn't allowed to outsource more than 25% of their total CPU volume because of contracts with Intel."

Isn't the number only 20%?

I've heard that Intel might have some overcapacity of .13 micron 300" fabs. Maybe AMD could contract for Intel to build another 12-13 million Hammers to meet the demand in excess of 50 million?

Just kidding.

CB



To: andreas_wonisch who wrote (59188)10/18/2001 6:53:11 PM
From: dale_laroyRespond to of 275872
 
>Unfortunately AMD isn't allowed to outsource more than 25% of their total CPU volume because of contracts with Intel.<

But, if AMD were to lease half of a 300mm fab from USMC, would this be outsourcing?



To: andreas_wonisch who wrote (59188)10/18/2001 7:17:02 PM
From: AK2004Respond to of 275872
 
Andreas
I am not sure that anything of that sort is still inforce currently.
Regards
-Albert


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