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


To: Bill Jackson who wrote (63739)11/16/2001 5:09:30 AM
From: YousefRead Replies (2) | Respond to of 275872
 
Bill,

Re: " ... UMC might well be able to make the parts cheaper than AMD can
and sooner too."

This is probably true ... The thing I would worry about is then AMD
is totally dependent on UMC for their "high performance" IC process.
Right now, UMC is working with IBM ... This could change. If AMD
gets out of the process development "thingy", they will never be
able to re-start that effort. Then even with all the "achitecture thingy"
experts in the world, AMD will fall even further behind than they
currently are in processor performance.

Make It So,
Yousef