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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (90033)1/27/2000 4:19:00 PM
From: tejek  Read Replies (1) of 1574616
 
Add in the just announced 12" Fab22 to be build in Chandler Az. With the $2+ Billion price tags of a modern fab you just can't afford to have them sitting around hoping there'll be a need for them (unless you're AMD of course!). And with the 20 months Intel needs to bring a new fab online, or the 3 1/2 years AMD needs, it is very difficult to predict future needs with extreme accuracy.

EP, if what we believe is true, that debt payments do not start until the Dresden fab is in production, then AMD has cut a good deal. Subsidy of new industries by provincial/state gov'ts like Saxony is fairly common particularly in the former GDR. I not saying I think they're good but it doesn't hurt that AMD benefits from this process. So why do you keep bringing it up.

ted
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