Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: kash johal who wrote (3442)	8/3/2000 6:50:58 AM
From: Bill Jackson	Read Replies (1) of 275872

Kash, There is no shortage of conventional equipment used for flash chips, just the new flip chip stuff and the ball bonding stuff and the low micron steppers and writers. If Intel is rolling out their 'copy exactly' sites they will only be able to do that at the pace of arrival of that equipment. I suppose all the fabs are fighting for place on the order lineup and probably intel/AMD have their orders in place already, just unexpected manufacturing problems have slowed delivery. Usually as the Silicon side declines, this leads to equipment order cancellations and thus others in the queue move ahead faster, and not slower. The equipment maker has no incentive to artificially drag out delivery? Of course there are steppers, bonders etc, all with their own logistics and delivery schedules, but that press release implied that the critical piece was the flip chip ball bonders/planters..or whatever their precise name was. Now if AMD has all they need and Intel does not, then Intel will be more impacted than AMD. How will we know which fabs are constrained by lack of flip chip assembly equipment. Bill

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