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

To: combjelly who wrote (76393)	4/3/2002 4:45:37 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

combjelly, Fully processed? A little under $1800. I meant unprocessed. The cost of additional processing (labor depreciation of machines) is something AMD already has sitting idle. Joe

To: combjelly who wrote (76393)	4/3/2002 4:47:53 PM
From: Yousef	Read Replies (3) \| Respond to of 275872

Combjelly, Re: "Fully processed? A little under $1800." You need to be careful here, Combjelly ... This is where a "little knowledge", gets you in "trouble". What you quoted is wafer cost. What was asked was wafer price. BIG DIFFERENCE ... Particularly with AMD going to "outsource" through UMC. Let me guarantee you that the wafer price for .13um at 200mm is higher than $1800. AMD will have to pay a "profit" to UMC ... This is one reason I question that particular "business model". Make It So, Yousef