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

To: kash johal who wrote (80897)	5/29/2002 1:15:59 AM
From: Yousef	Respond to of 275872

Kash, Re: "There are two other major technology partners driving a common process with UMC and AMD {namely IBM and Infineon}." News Flash: UMC is leaving the IBM "common process". This started with SiLK -> Coral LowK "disaster". Re: " ... the good news is that IBM is really doing the bleeding edge work." The "Bad News" is that IBM really "blew it" with SiLK. This cost UMC a lot of grief with their customers. Make It So, Yousef

To: kash johal who wrote (80897)	5/29/2002 2:16:06 AM
From: Jim McMannis	Respond to of 275872

RE:"Unfortunately this type of cooking up a leading edge process via multiple cooks has serious questions on its ability to ship on time. Yes indeed...probably a lot to do with the lack of DT t-breds. One long established reason to FAb your own...remember what happens to fabless chipmakers.... RE:"(the good news is that IBM is really doing the bleeding edge work)." So IBM has been teaching UMC? Oh brother...after IBM and Cyrix, I feel sorry for UMC and AMD...maybe they are good shorts... Jim