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Politics : Formerly About Advanced Micro Devices

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To: Goutam who wrote (77905)	10/30/1999 1:22:00 PM
From: Elmer	Read Replies (3) of 1576529

Re: "First off, I don't think AMD delayed Dresden. Officially, their stand on Dresden production start has always been 1H'00. Also, about the presumed delay of Dresden Fab, how do you know it was not delayed intentionally? I could be wrong, but for me, the word "delayed" doesn't have any connotation of "no intent" or "intent" unless it specifically stated. IMHO, the postponement of Intel Fab16, and the presumed delay of Dresden have similar reasons behind them - like unneeded capacity during the period of postponement or delay." I have been going by the presumption that the delay is due to process problems but you have a point, maybe it has been postponed due to lack of demand. If that's the case, it is sure costing AMD a whole lot more to have a completed, fully equipped fab sit idle then Intel's cow pasture is costing them. And what about the highly paid staff? AMD can't just lay them off because they might find other jobs and AMD would have to retrain a whole new workforce. The gophers occupying Intel's Ft Worth site are unpaid and benefits are minimal. They can be easily replaced with little or no training. EP

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