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

To: Robohogs who wrote (80742)5/26/2002 12:59:56 PM
From: RobohogsRead Replies (2) | Respond to of 275872
 
Last post for day - just read Prudential initiation of UMC at buy. A couple of tidbits on AMD:

130 nm process folks from AMD currently working closely with UMC team to get process of a high enough quality for high end chips.

Limited shipments for AMD in 2H '02 with good volumes in 2Q '03.

AMD process capabilities should significantly enhance UMC mfg competitiveness (according to analyst - did couch statement somewhat).

Jon



To: Robohogs who wrote (80742)5/26/2002 1:01:12 PM
From: semiconengRespond to of 275872
 
I only half believe the above is the reason for delays although it is highly plausible (remember, marketing folks always win over tech guys).
Jon

Not anymore.... At least not where I'm from.......

:-)

Semi


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