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

To: Yousef who wrote (76400)4/3/2002 5:03:35 PM
From: combjellyRead Replies (1) | Respond to of 275872
 
"What you quoted is wafer cost."

Yep. As it turns out, he was asking for raw wafer costs.

"Particularly with AMD going to "outsource" through UMC."

Now how is this relevant when he is talking about the Austin fab?



To: Yousef who wrote (76400)4/3/2002 6:32:26 PM
From: Ali ChenRead Replies (1) | Respond to of 275872
 
"AMD will have to pay a "profit"
to UMC ... This is one reason I question that particular "business model"."

Your questioning has already been refuted few times.
Did it ever come to you that the whole UMC _price_
maybe lower than corresponding AMD _cost_? Have you
heard about low labor cost in those regions, less
expensive environmental regulations, etc,
lower profit markups, have you?

- Ali



To: Yousef who wrote (76400)4/3/2002 6:38:15 PM
From: Joe NYCRead Replies (2) | Respond to of 275872
 
Yousef,

AMD has been outsourcing chipsets to UMC, and has been able to sell them fairly cheaply. THe outsourcing may or may not happen, the extend is limited.

Later on, AMD will own half of the fab, so your concern about paying a middleman is valid only for the short term.

Joe


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