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


To: Joe NYC who wrote (92277)1/14/2003 6:16:16 PM
From: fyodor_Respond to of 275872
 
Joe: I guess that is the plan, assuming that UMC can make the .13u processors and assuming that AMD can sell more processors than the entire output of Dresden.

Yes, of course. This was the niceguy767-AMD-takes-over-the-world scenario ;-)

But&#133 having the option of rapidly expanding Hammer production to use all existing Dresden capacity (which would be what, 6M Hammers per Q?) while UMC supplies the Bartons is a nice *option* to have for AMD - in case Hammer really, really takes off.

-fyo