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

To: Yousef who wrote (76460)4/4/2002 12:04:35 AM
From: Dan3Read Replies (1) | Respond to of 275872
 
Re: will try to take it "real slow" for you ... -->

Now I'll take it "real slow" for you.

UMC has a very low cost of capital, also enjoys a very low cost of labor, and there are some environmental issues they don't have to worry about, as well.

It may very well be that AMD's (or Intel's) cost is greater than UMC's price.



To: Yousef who wrote (76460)4/4/2002 12:35:42 AM
From: Joe NYCRespond to of 275872
 
Yousef,

UMC wafer cost + profit > INTC wafer cost

Do you have anything whatsoever to back up this statement?

Joe


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