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

To: Jim McMannis who wrote (80785)	5/27/2002 5:15:39 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: If Taiwan is such a cheap place to make chips maybe AMD should open a plant there That's what they're doing. With a local partner, to share some of the infrastructure costs, and to ensure that they don't get tripped up by any local issues that would otherwise make it tough for a non-local company to get things approved by the local bureaucracy. I remember all you "only Intel should be permitted to sell CPU" types raving that AMD would never be able to get the folks you characterized as lazy, ignorant, East Europeans to build a modern FAB - yet Dresden beat Intel to copper by well over a year, making chips at .18 that you all kept whining were "really .13 chips" because after .25, the process type becomes more important than the "node" feature size. Having trailed the technology in the Dresden FAB built by those "lazy ignorant" East European workers for 1 1/2 years, Intel has had to spend $14 billion in 2 years in an attempt to catch up - which puts Intel in a good position for about 6 months, at which point AMD/Dresden moves on to SOI, and Intel goes back to being behind for another 2 years.

To: Jim McMannis who wrote (80785)	5/27/2002 6:00:37 PM
From: Elmer	Read Replies (1) \| Respond to of 275872

Are you saying using UMC is a good thing for AMD? I have my doubts. Flash maybe but UMC will always be slow...their new process will lack the potential of an AMD fab...especially when compared to Intel. Right Jim. AMD should just reassign their resources... EP

To: Jim McMannis who wrote (80785)	5/28/2002 12:32:52 PM
From: Yousef	Read Replies (1) \| Respond to of 275872

Jim, Re: "Are you saying using UMC is a good thing for AMD? I have my doubts ... If Taiwan is such a cheap place to make chips maybe AMD should open a plant there." All I'm saying is the "reasoning" for AMD to go to UMC at .13um and beyond. 300mm production and process development (90nm and beyond) require more financial resources than AMD can "muster" ... BTW, very few companies can. Is this a good thing ?? AMD will have to "live" with UMC development schedule, device performance, and process bin split/yield. If UMC "slips" on their "commitments", then this could "wipe out" AMD. Big risk, IMHO. However, there aren't many good alternatives. Make It So, Yousef