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

To: combjelly who wrote (80930)	5/29/2002 12:50:10 PM
From: semiconeng	Read Replies (1) \| Respond to of 275872

All I know is what was said at the press conference. "We will gain immediate access to an existing 300mm wafer fab for research and development activities" jc-news.com I dunno, it seems to be the terms of the agreement, what do you think? -- Hummmm, I dunno, maybe UMC will let AMD waltz in there "Develop their own Process", and just "Use Their Tools". I haven't seen it happen that way in the past, and I just don't believe it will happen that way now. Saying stuff at a Conference Call is one thing, making it work on the Fab floor is something else. We'll see...... "The problem with this from a Process Engineering Standpoint, is that it is most unlikely that UMC is using the same Process Equipment that AMD is using for 0.13u up to this point." You are correct. Which is why the development is for the 65nm node. I am sure they will reach some type of agreement on the exact equipment used. -- I was responding to your statement about 0.13u manufacturing. It's clear that UMC is going to manufacture 0.13u stuff for AMD, which most likely WAS NOT developed on UMC's Equipment, that's the point I was making. Uh huh. Considering that I don't really know what AMD's bin splits, yields, production level, sales level and the size of the market now, I am supposed to be certain about what will be happening in 12 months? Really? That is a startling assertion... -- Well no, not certain, but don't you even see how wild your speculation is? I could be a millionaire, IF I won the lottery, or IF I inherited a fortune, or IF I came up with the next Frisbee..... Geez Comb, If you're going to join the ranks of Dan3 and Niceguy, expect to be made fun of. And BTW, can you do me a favor and at least give us a warning next time you go into that mode?? :-) Thanks, Semi