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: Elmer who wrote (94808)	2/23/2000 4:17:00 PM
From: Jim McMannis	Read Replies (2) of 1570126

RE:"Others have been saying this for years and they got trashed for it. If AMD did the smart thing they would convert Dresden over to Flash pronto. They are dropping Athlon prices to dump excess inventory. Intel has now got it's act together and a huge wave of CuMines is descending on the marketplace. Dresden is a white elephant. The only thing that keeps them from doing the smart thing is Jerry. How could he blow our money fighting Intel if all he cared about was long term profits?" Elmer... I thought you were coming around 'til you got to the second sentence. Truth is that AMD is selling all the Athlons they can make. Sure they cut prices but they are also adding speed grades...that's they way it's supposed to be done. If they were slashing prices and not adding speed grades I'd be more worried. Dresden is not a white elephant. They will ship athlons when the time is right and this is determined as much by finance agreements as being ramped. After they start shipping and if demand isn't there then OK...you win...they will need to convert some space to other endeavors. Even then, how do you know Dresden isn't ramping some flash there now? Also, in view of worldwide chip demand, it seems Dresden will be making "something" and lots of it so I doubt the FAB will go to waste like you are hoping. As least we partially agree. AMD should be building in some fail safe mechanisms such as more flash capacity while the coffers are full... I don't know what else....but they should be looking forward... Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next