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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Yousef who wrote (167908)	7/10/2002 3:35:12 PM
From: fingolfen	Read Replies (2) \| Respond to of 186894

CORRECT ... Nil, none, nada. AMD is solely dependent on UMC for 300mm manufacturing. Not a "good thing", IMHO. Which begs the question, "how is AMD going to get SOI ported over to 300mm?"

To: Yousef who wrote (167908)	7/10/2002 3:38:04 PM
From: Robert Douglas	Read Replies (1) \| Respond to of 186894

Re: "AMD has no plans to move to 300mm independently." CORRECT ... Nil, none, nada. AMD is solely dependent on UMC for 300mm manufacturing. Not a "good thing", IMHO. Yesterday, Bear Stearns had the following in a report: "Most new digital circuit designs are being taped out for a 0.13 micron process technology, with many designs using copper interconnect. This type of process technology represents a relatively small percentage of total industry manufacturing capacity and we believe will be fully utilized by the end of 2002. Further demand growth will likely cause a shortage of available capacity, leading to lengthening lead times and stable or firming prices in our view." If AMD doesn't own the 300mm capacity, they will end up paying a premium to use the available capacity. This will give INTC a cost advantage. Or should I say a further cost advantage? In fact, the profits may be large from owning this much needed manufacturing ability.