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Politics : Formerly About Advanced Micro Devices
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To: Kenith Lee who wrote (107268)4/21/2000 6:56:00 PM
From: TimF  Read Replies (3) of 1572614
 
IF AMD continues to execute well throughout this year and beyond, and demand continues to outstrip supply even as Dresden ramps all the way up,and AMD retires a lot of debt and is sitting on cash, would it be time to start thinking about a new fab?
I know there wont be any need for awile but I am talking about looking at the question from the perspective of a year from now, if AMD does very well in that year, and takeing into consideration that if AMD does decide to do this in a year it would probably be 3 maybe even 4 years before the new fab would be ramped up. It must be difficult to plan for these things given the long lead time and large invesment required.
Tim
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