Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kapkan4u who wrote (62253)	6/18/1999 12:30:00 AM
From: Charles R	Read Replies (1) of 1571707

Kap, "How about the costs of converting four FABS to 0.18u and have them wait for the process to be re-qualified? And in addition the conversion to 0.18u is taking capacity away from 0.25u which apparently they will need back now to continue to build PeeIIIs for three or more month. So now they have to convert some capacity back to 0.25u. This makes FDIV look like a walk in the park IMHO." I am general agreement with you but for one minor difference. The CPU players (AMD+Intel) have excess capacity. The company with the better selling processor is in a better shape than the other guy. For the last 2 quarters, that was Intel. Barring unforeseen circumstances, the game will change starting Q3. Intel may not need that capacity as much as they did before and it will probably go a long way keeping the ASPs up - good for both parties. IMHO, there was a higher risk of ASP erosion with Intel's 180nm process. Now, Intel neither has the excess capacity or the cost structure to keep pushing hard on the ASPs - should go a long way in helping INTC holders retain most of their wealth and make us AMD stockholders prosperous. Chuck

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