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

To: combjelly who wrote (75631)	3/26/2002 3:44:28 PM
From: Yousef	Read Replies (1) \| Respond to of 275872

Combjelly, Re: "AMD needs a small die until it can get access to 300mm wafers, so basically through 2005." And this access is entirely based on their "joint partnership" with UMC ... Hahaha. Do you guys have any idea what the issues and problems are associated with this strategy ... or should I say, lack of strategy. <ggg> Make It So, Yousef

To: combjelly who wrote (75631)	3/27/2002 1:58:59 AM
From: Ali Chen	Read Replies (3) \| Respond to of 275872

combjelly, I generally agree with all you said, with few nit-picked exceptions I would not bother to mention. Yes, AMD does improve processors. So does Intel. My point was simply that having bigger capacity and ability to manufacture bigger die at reasonable cost will allow Intel to maintain bragging rights for perfomance lead (like they got in SPEC CPU2000 benchmark suite). This gives Intel tremendous advantages with regard to pricing, with heavy negative implications for AMD's ASP, and for many years to come (as you seem to agree about 2005 transition to 300mm), unless the Hammer platform is a true miracle. Regards, - Ali