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

To: Elmer who wrote (66687)12/30/2001 10:06:27 PM
From: heatsinker2Read Replies (1) | Respond to of 275872
 
Elmer- This one's a head scratcher. AMD can't sell all the Durons they're already making and will probably have to write off a boatload of them

Hey, have you been paying attention? Yes, AMD is having trouble selling Durons made in Austin with a .18/aluminum process. With the evil devil Intel going to .13 celerons, the Austin Durons are becoming non-competitive. So should AMD spend a lot of money upgrading Austin or should they take the "virtual" approach and share costs with a partner? Since AMD does have manufacturing expertise to offer, presumably UMC is offering a good deal.

Anyway, have a happy new years eve and best of luck in '02. Presumably 2002 will bring wisdom and a switch to become one of Jerry's kids.



To: Elmer who wrote (66687)12/31/2001 2:43:39 AM
From: Mani1Respond to of 275872
 
Re <<Meanwhile they want to contract out production and pay UMC for a product AMD is already selling at a loss? >>

Maybe the cost structure for manufacturing Durons at UMC is such that it can be profitable.

Mani


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