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

To: Pravin Kamdar who wrote (69255)1/28/2002 11:22:26 AM
From: enzymeRead Replies (1) | Respond to of 275872
 
Milo,
FWIW SEH America (Shin-Etsu Handotai ) in Vancouver supplies allot of INTC's wafers.

I had dinner two nights ago with a guy that works at SEH. He told me that they are having major problems with their SOI wafer development. Does not sound good, if AMD is planning on getting wafers from them.

Pravin.

I thought AMD was getting all their SOI wafers from Soitec (France).

'zyme



To: Pravin Kamdar who wrote (69255)1/28/2002 3:33:23 PM
From: milo_moraiRespond to of 275872
 
Pravin I don't think so. Intel buys SEH wafers though.


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