Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.05

-2.0%

3:17 PM EST

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To: chuckles58 who wrote (59189)	10/18/2001 6:18:31 PM
From: wanna_bmw	Read Replies (3) of 275872

CB, Re: "AMD stopped talking about building a Fab 35, and are planning on converting Fab 25 to flash, leaving Fab 30 alone to produce CPU's." Was this from the Q3 CC? I missed it, so I haven't heard. If this is true, it's very interesting, and obviously changes my previous opinion. In this case, smaller CPU dies will allow AMD to remain at their current market share with just one fab, and probably make it even easier for them to implement brand new manufacturing technologies. Though one thing that doesn't fit: what about the Gresham fab? Does AMD want both Gresham and Fab 25 to be flash? Not very smart in a market where flash demand has declined so low (and a prime piece of AMD's current loss). wanna_bmw

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