Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: niceguy767 who wrote (103179)	4/9/2000 1:21:00 AM
From: Joe NYC	Read Replies (2) of 1574491

Niceguy, AMD has limited capacity in Austin of approx. 6 million microprocessors...Sounds to me, given revenues greater than $1 billion that capacity (i.e supply) was the limiting factor. Athlon now needs .18u capable equipment, so that could be the limiting factor. I wonder how AMD is doing in moving to .18u with the Austin fab. As Spitfire (.18u) replaces K6 (.25u), there will be more demand for .18u, and less for .25u. I wish the conversion happened quicker, but it seems that AMD is very conservative. I understand that the first priority for AMD is to survive, and second to prosper. I think the first one has been taken care of, and now is the time to push the gas paddle to the floor. Joe

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