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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (147357)	11/11/2001 12:34:52 AM
From: Elmer	Read Replies (2) \| Respond to of 186894

Now you need to have your own fab capability. Moreover the coupling between the design and the process allows you to optimize performance. Therefore the uncoupling of design and process does not allow you to optimize performance. So why would AMD go outside unless: #1 AMD intends to sell so many processors that they can't meet the demand from an under utilized Dresden fab alone and even slow expensive processors from an unneeded ASIC foundry will sell to customers who don't want AMD products in the first place. #2 UMC's .13u process is so much better than AMD's .13u disaster that it's a better choice. EP