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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (95182)2/26/2000 6:34:00 PM
From: tejek  Read Replies (1) of 1573430
 
All these are good reasons but they were good reasons last quarter as well. Still not a thin dime of revenue from Fab30 after over 3 years.


EP, I do not think it would be wise to start up production in Dresden until they can utilize at least 50% of its capacity...your thin dime notwithstanding. As you well know, the repayment of the Saxony loan and construction costs begins when Dresden is operational...less than 50% capacity and Fab 25 will have to help support Dresden's overhead. Not a very smart proposition.

But of course you know all that but you choose to ignore it so that you can cast AMD's mgmnt in the worst possible light. The good news is is that business must be good and getting better since the Q4 CC....because it looks like AMD has decided to move up the Dresden opening to before the second half.

BTW did you know that this post comes to you courtesy of the Athlon.....THE FINEST MICROPROCESSOR IN ALL THE LAND

ted
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