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Andy Grave

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Andy Grave

Re: Yousef post# 1507

Wednesday, 10/09/2002 7:53:46 PM

Wednesday, October 09, 2002 7:53:46 PM

Post# of 152222
The foundry industry development that should worry the 'Roids the most is the
announced slips by foundries (TSMC,UMC,CHRT) at 90nm. AMD will definitely fall
further behind INTC ... INTC is NOT waiting for the foundries at 90nm.

You keep stating/implying that AMD needs UMC at 90nm. Can you
or anyone produce a source for this information? I was under the impression that 90nm would proceed in Dresden
with UMC coming into play only if the capacity is exceeded. Given the state of demand and last quarters volumes, that doesn't seem likely any time soon.

Andy Grave

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