Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

Jan 12 3:59 PM EST

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To: Cirruslvr who wrote (48613)	7/22/2001 1:29:56 PM
From: Dan3	Read Replies (2) of 275872

Re: They want to build a new fab? Gotta borrow LOTS of money Why in the world would they want to build a new FAB any time soon? They are bringing a copper/SOI/.09 capable FAB online in 6 months - 2 years ahead of Intel. AMD doesn't need a new FAB for 4 years (when Intel is bringing on line whatever follows SOI, AMD will have to be there too.) As McMannis has pointed out, while MHZ sold, GHZ doesn't seem to be doing nearly as much good in the market. Last quarter, Intel differentiated itself with mobile chips and lower power PIIIs better suited to cubicles than was Athlon. Going forward, AMD is in the mobile market and the SFF Athlons are easier to package than P4s. AMD will be happy to provide you with a CPU that is as fast as anything out there for an ASP of $75. Intel starves if it doesn't get $150. The market just hasn't been willing to pay the premium for barely differentiated CPUs the way it once did. Unless and until that changes, AMD's business plan is better suited to such a market than is Intel's.

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