Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 258.94

+2.1%

12:10 PM EST

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To: wanna_bmw who wrote (52075)	8/22/2001 9:44:36 PM
From: Dan3	Read Replies (2) of 275872

Re: Intel is also spending $7.5 billion in capex this year to be put towards manufacturing and expansion that will make them all that more competitive next year Competitive with whom? Texas Instruments? Certainly not AMD. AMD has been in volume production of copper wafers, with copper polishing equipment and POD wafer handling for over a year. AMD made those investments a long time ago. AMD's current investment is taking them to SOI, which Intel hasn't even started yet. Better subtract another $10 Billion from Intel's assets to factor in what they'll have to spend to match AMD's nearly completed copper/SOI production capability.

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