Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (85799)	1/7/2000 3:37:00 PM
From: Greater Fool	Read Replies (1) of 1572629

>>All the forecasts are for robust demand in this space Unfortunately robust demand does not by itself equate to strong profits. Whether strong profits will ever arise from the sub-1k space is a matter of opinion. I frankly don't think they will. >>Fab 25 will be transformed into Flash over next year I imagine we'll learn more about that particular project on the 19th. >>It takes 2-3 years to arrange financing,put a new fab up, Correct, but as you pointed out, existing fabs can be converted. It's hard for me to imagine someone cranking out any other quarter micron product when the fab can be converted to flash at fantastic profit margins. >>There are also technology and product barriers as well when it comes to flash Very true, and AMD has terrific flash process and product technologies, but AMD is by no means the only provider. The barriers are considerably lower than with microprocessors, for example. The attractiveness of flash won't disappear overnight, but opportunities this lucrative never last.

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