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

To: Charles Gryba who wrote (86031)	7/30/2002 11:13:05 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Constantine, Re: "AMD is facing a funding situation for new fabs so why not collaborate with other major players in the industry?" You're correct. AMD has little choice, but to collaborate. In fact, I see semiconductor manufacturing trending this way for all but the largest corporations. I notice, however, that Motorola is now "out of the loop" with AMD. It probably was a better match, if Motorola wasn't doing so poorly now. But I guess partnering with a foundry and a DRAM manufacturer is better than nothing. wbmw

To: Charles Gryba who wrote (86031)	7/30/2002 12:08:26 PM
From: Monica Detwiler	Respond to of 275872

AMD is facing a funding situation for new fabs so why not collaborate with other major players in the industry? Correct. AMD has no choice in order for them to attempt to survive. Bear in mind that the joint development of the 3 companies means that they must serve three masters. And each master will have its own say in decision making. And how long will it take the Germans, Americans and Chinese to agree on each of perhaps thousands of decision-making choices over the next 3 or 4 years?