Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (98273)	3/13/2000 2:23:00 PM
From: Elmer	Read Replies (1) of 1580799

Re: "Are you saying that Dresden is empty? Have you been inside? It's just a big empty building? <G>" No, I misspoke. I meant to say that since it's groundbreaking 3 1/2 years ago, Dresden has not produced any revenue material AFAWK. In Q4 AMD's Austin Fab25 was not 100% utilizied and yet AMD still had excess inventory of Athlons. Meanwhile Intel was capacity constrained, just opened F18 in Israel, broke ground on F22 in Arizona, bought a Fab in Colorado Springs, started converting their F17 in Hudson MA over to Intel process while also expanding it at the same time, and began the conversion of the older F5 to Flash. And don't forget Intel stated they are still looking to buy more fabs. All this was in response to Bill's claim that Intel had excess capacity and AMD was constrained. Kind of hard to square his claim with the facts but as they say, what else is knew? EP

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