Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Greater Fool who wrote (85793)	1/7/2000 2:25:00 PM
From: Mani1	Read Replies (2) of 1572734

Greator Fool Re <<This corresponds to anywhere from 25% to 30% increase in microprocessor capacity, and Intel is adding capacity as well. This drives microprocessors towards being commodity products>> What exactly is a "commodity product"? I bet you do not know the meaning. Also did you think that 25% increase could be less than the increase in demand? Re <<The astonishing profit margins there are attracting competition; expect supply to catch up over the course of this year.>> It is very clear that you do not know anything about Semi business and how it cycles. All the equipment makers have backlog of months! Just listen to the likes of AMAT, NVLS, KLAC, ASML, LRCX ... Do you know how long it will take to finance and build a new fab? It takes you about 8 months just to get the equipment if you ordered it now. Fab utilization is near 100% for 0.25 and 0.18. There is no indication that the fab shortage will end anytime within the next 18 months. Also AMD has long supplier contracts with a lot of cell phone makers. The prices for these contracts are independent of the spot market prices. I suggest you learn about the business. Mani

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next