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

To: Petz who wrote (69890)	2/1/2002 8:53:54 AM
From: Dan3	Respond to of 275872

Re: one of the analysts seemed convinced that a major reason UMC wanted the deal was because AMD's 0.13 SOI process is superior to IBM's That would be quite something, if true. It would make AMD the undisputed world leader in production process technology. That's how Intel got to where it is today, back when it's technology wasn't just "whatever AMD went to 2 years ago."

To: Petz who wrote (69890)	2/1/2002 10:08:15 AM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>On the contrary, one of the analysts seemed convinced that a major reason UMC wanted the deal was because AMD's 0.13 SOI process is superior to IBM's.< Superior in what way? If IBM's process yields faster switching and/or lower power consumption, AMD's could still be superior to IBM's for UMC's purposes if it was lower cost and/or higher yield.