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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: Paul Engel who wrote (48761)7/23/2001 2:27:14 PM
From: combjellyRead Replies (1) of 275872
 
"AMD RUNS THROUGH PROCESS AND EQUIPMENT CHANGES FASTER THAN INTEL and incurs - on a per fab basis - FASTER DEPRECIATION than Intel "

Could be. But Intel just finished converting a bunch of fabs over to 0.18 micron, only to have to switch over to copper and 0.13 micron to keep up with AMD. What happens to all of that 0.18 capacity now?
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