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

To: SteveC who wrote (87923)	9/9/2002 2:41:22 AM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Advanced Micro Devices Inc. (AMD) and United Microelectronics Corp. (UMC) have moved beyond the dating stage, freely sharing technology in the belief that it will boost their collective competitiveness. AMD today will disclose that it will help UMC integrate its advanced process control system into UMC's fabs, upping the ante against AMD's archrival Intel Corp. and UMC's top competitor Taiwan Semiconductor Manufacturing Co. (TSMC). The rest here: e-insite.net What I find interesting is that by transferring the cutting edge technology to UMC, the process of trickling down this wealth will quicken, and others, who are UMC customers (but not AMD competitors) will benefit. But those who are UMC customers but not AMD competitors may be Intel's competitors. Anyway, just an idea. I wonder if AMD has some clause that UMC is not allowed to fab chips for Via or Transmeta using technology obtained from AMD. Joe

To: SteveC who wrote (87923)	9/9/2002 5:16:25 AM
From: Gopher Broke	Read Replies (1) \| Respond to of 275872

"We expect sales for the next couple of quarters to grow at an annualized rate of 235%," said Jim Handy, an analyst with Semico Research Corp. So that means they expect revenue over the next couple of quarters to be over three times what it was a year ago? Doesn't sound very realistic to me. Are they expecting a sudden doubling of prices or a doubling of production? There is probably enough idle equipment to crank up the supply, but it is not going to happen overnight. Or perhaps the flash pickup has been in the pipeline for a while. Makes you wonder whether Hector's stock purchases were related to forward sales of flash rather then expectations of Hammer.

To: SteveC who wrote (87923)	9/9/2002 8:43:46 AM
From: Dan3	Read Replies (3) \| Respond to of 275872

Re: "We expect sales for the next couple of quarters to grow at an annualized rate of 235%," said Jim Handy, an analyst with Semico Research Corp. Have you seen these things? diskonkey.com They have (up to) 2.5 times the capacity of a 200meg Zip disk, and are supposed to work with any PC running ME, 2K, or XP without installing any additional hardware or sofware. If they replace floppies, Zip disks, etc, it would be a huge additional market for flash - and it would also be a lot more convenient for users. It has the universal compatiblility of a floppy, with a 500 meg capacity - particularly for people who want to use an ultra light notebook (no internal floppy or CD-RW) it could be a godsend. OTOH, these things have our security people quite nervous....