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

To: semiconeng who wrote (80745)	5/26/2002 1:51:51 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 275872

RE:"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. -- Translation: Yield Sucks..... We've got working chips off of UMC's Line, but the Die Yield and/or Bin Splits, and/or Line Yield, is/are too low to manufacture enough high end chips for profit...... At This Time......" ---- It still begs the question..."Why is AMD relying on UMC for Athlon production in the first place."? If they are going to farm out anything, why not Flash? Isn't that the easiest to make? Jim