Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 253.73

+1.6%

Jan 22 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dan3 who wrote (52091)	8/22/2001 9:55:23 PM
From: wanna_bmw	Read Replies (3) of 275872

Dan, Re: "Competitive with whom? Texas Instruments? Certainly not AMD." You've been in denial over AMD's manufacturing capabilities for as long as I've known you, so I'd expect it to come as quite a shock once you realize how far AMD has to go before they have a competitive advantage over Intel. Remember this post, Dan? I wouldn't even know where to begin to discuss with you how far your perception is from reality. Message 16242361 "But if SOI does work out, AMD will likely ramp Gresham and try to take Intel out completely. At .13 and 80mm2 chips, AMD needs 20K wafers per week to supply the entire market, estimating 50 million CPUs per quarter, next year. If Intel is allowed 35% of the market and VIA takes 15% of the market AMD can get the job done with 10K .13 SOI wafers per week." wanna_bmw

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next