Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

3:59 PM EST

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To: Dan3 who wrote (51904)	8/21/2001 9:27:46 PM
From: Charles R	Read Replies (1) of 275872

<Maybe they're just helping out Fujitsu.> I am sure there are reasons beyond nobility! <Gresham is more of a compus complex than a single FAB, total capacity when the current expansion is complete is 30,000 WPW (about 5 times the size of Dresden) but part of that capacity is lower quality clean room suitable only for commodity flash, part is high quality 8" wafer clean room space similar to Dresden, and part is supposed to be used for 300mm (12" wafer) lines to be brought up next year (scheduled to go 12" in 2002).> Where did you get this info? Any links? <If SOI really is a benefit, AMD could be getting ready to make a move for >50% market share next year.> Just 50%? How disappointing?

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