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

To: heatsinker2 who wrote (66692)	12/30/2001 10:42:01 PM
From: Elmer	Read Replies (1) \| Respond to of 275872

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. Yes, that was my point. So should AMD spend a lot of money upgrading Austin or should they take the "virtual" approach and share costs with a partner? You mean share losses with a partner. UMC isn't going to sell those wafers at a loss. They want to make something on the deal. Otherwise why bother? Furthermore UMC's performance at .13 is likely to be inferior to AMD's. So AMD will be paying more for lower performance than they could get from their own Fab30. They will be competing with an Intel Celeron on a 300mm wafer with a dirt cheap die cost. AMD's price war will leave them losing money while Intel makes money. Sound familiar? In 2002 AMD must be expecting F30 to be at capacity with TBs because hammer is slipping and slipping and slipping. If TB is not competitive with P4s they will be forced back into a price war in the midrange. Sound familiar? EP