Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Greater Fool who wrote (85825)	1/7/2000 3:56:00 PM
From: kash johal	Read Replies (2) of 1572619

Greater and Greater Fool (tm Engel) re: "Flash" Jerry already announced that a portion of fab 25 would go over to flash starting Q3/Q4 at their analysts conference. Not too many folks have deep sub-micron capable fabs mothballed as the overall semi industry is fab limited right now - Intel is certainly one. And both Intel and AMD are at least ONE full generation ahead in their FLASH process. As flash gets to SUB $1/MB it also will start to eat into the floppy/HD markets as well. And as far as profits in the SUB 1K market are concerned you are DEAD wrong. The INCREMENTAL production cost of a celeron or a K6-2 are in the $25-30 range. And as BGA packaging replaces ceramic the costs will come down into $25 range for a SINGLE chip ala TIMNA solution - with an integrated chipset. Frankly I would not want to be in the pheripheral CPU business ala chipsets, graphics, modems, soundcards etc as single chips will dominate this segment. And guess who is positioned the best here: Intel and AMD. Because they can play the incemental cost game as they have HIGH END cpu's providing tremendous cash flow to carry the overhead - its called SEGMENTATION. regards, kash

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