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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: dale_laroy who wrote (37963)	5/1/2001 1:22:43 PM
From: fyodor_	Read Replies (2) of 275872

Dale: Fab30 is designed to accommodate a conversion to 300mm wafers. However, such a conversion would probably cost too much to be worthwhile. I suspect the same. Those transfer pods likely wouldn't accommodate 300mm wafers. A better strategy would probably be to convert Fab25 to 300mm wafers at the same time it is converted to copper. However, AMD intends to leave Fab25 with aluminum interconnects and convert it to flash instead. When I listened to the webcast again, I noticed that Jerry said that AMD believed it had all the capacity it needed until the end of 2003, at least. It did not sound like any major foundry deals were in the works, although I wouldn't completely rule it out. (But I seriously doubt it). I'm still somewhat at a loss to explain exactly what that IBM deal includes. -fyo

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