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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: Gopher Broke who wrote (51903)	8/21/2001 2:37:10 PM
From: pgerassi	Read Replies (1) of 275872

Dear Gopher Broke: The purchase of half the Gresham Fab from Fujitsu probably eliminates the need to convert Fab 25 to flash. Since this was known by AMD, they probably did the EOL of the 486, 586 and K6 only embedded lines at Fab 25. Thus, they will convert Fab 25 to a 0.13u or 0.10u copper (bulk or SOI) facility with (200mm or 300mm) wafer pods. This eliminates the construction of a new fab and saves $1 billion on a new building (the equipment will cost the same). The K6-2+ and K6-3+ lines have masks for 0.18u bulk copper (from qualification of Fab 30) and thus can be used to make embedded CPUs from those lines. The Power Now capabilities could widen their range in embedded apps (trade lower power vs higher speed and make it variable over time (can handle short high speed bursts)). All in all, wins for the Gresham employees (more work), Fujitsu (shared costs) and AMD (now has more flash capacity and a cheaper CPU fab upgrade). A good deal all around. Pete

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