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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (74941)10/12/1999 12:31:00 AM
From: Ali Chen  Read Replies (3) of 1573231
 
Ted, <Fab 30 is a steal and can be used in several different ways to create revenue. I am sorry you can't see that. Instead of an albatross around AMD's neck, I think fab 30 is an uncut jewel.>

This is really amusing how people do not see a value
in the Fab30. I believe the Fab30 is critically
important for AMD. Simple consideration:

Intel is a dominant supplier of PC critical parts -
chipsets and processors. Every OEM depend on Intel's
favor in their plans and ability to deliver products
to end users. There is mounting pile of evidence that
Intel is using their dominance to depress development
of Athlon's infrastructure. Therefore the potential
overcapacity from Fab25 and Fab30 creates some
insurance that if Intel engages its power and cut
supply, AMD will be capable to fill the breach.
The Fab30 is a simple warrant for any Athlon
development and progress. Without this potential
of 10M/Q, AMD is not a player in this market.
Period.
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