Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: Mani1 who started this subject	5/3/2001 6:48:43 PM
From: peter_luc	Read Replies (2) of 275872

Two interesting mails from lurkers I received two interesting mails from lurkers at SI. The first one reads as follows: "I've been wondering why people think we need a new fab. Don't they realize that when Dresden is converted to 130 nanometers it will almost double production? It's almost as if AMD is building a new fab by doing that. Doubling Athlon production in a year and a half or so seems fine to me and is easily sufficient to raise market share over the 30% target." The second mail is from a well known contributor to Ace's and JC's message boards. It points to the following quote in the article "AMD 760MP - Dualies Delight" on Tom's Hardware Guide: www6.tomshardware.com "In fact, as AMD moves up to a 400MHz FSB, it can achieve a 6.4 GB/s throughput on memory, and I have a feeling that they will be there this year." Any thoughts? Peter

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