Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.76

-1.1%

Nov 21 3:59 PM EST

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To: combjelly who wrote (37703)	4/28/2001 1:07:44 PM
From: AK2004	Read Replies (1) of 275872

combjelly Soundview posted this: .... AMD highlighted some elements of its strategy to compete against Intel, its "800 lb. gorilla" competitor. This strategy included its joint venture with Fujitsu for Flash memory production, its work with IBM on SOI technology, and its work with motherboard manufacturers in ensuring the availability of motherboards and chipsets for its processors. No fab expansion until 2004-2005 timeframe, but planning to implement SOI technology in 2H02. The company is not planning to physically expand any of its fabs until the 2004-2005 timeframe, further indicating the extent of its extra capacity. AMD did note that it was planning to implement SOI technology into a number of its newest products in the performance desktop and mobile segments, with SOI production starting during 2H01...... Regards -Albert

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