Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.54

+1.6%

12:59 PM EST

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To: fyodor_ who wrote (37978)	5/1/2001 1:32:56 PM
From: dale_laroy	Read Replies (1) of 275872

>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.< I believe that Jerry thinks that Fab25 with 0.13-micron aluminum interconnects and low-k dielectrics will be viable through 2003. This almost certainly would not be true with Duron versus a value segment P4, but could be true with a value segment Hammer. >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).< Depends on what you mean by a major foundry deal. Jerry definitely hinted that, starting as early as sometime in 2002, AMD would be using foundry services (probably Pacific rim), and probably ramp foundry units to 20% of their total by the end of 2003. Is 20% of total units a major foundry deal?

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