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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST
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To: combjelly who wrote (59322)10/19/2001 3:37:35 PM
From: wanna_bmwRead Replies (1) of 275872
 
Combjelly, Re: "You've forgotten two things. One, Dresden is not built out all the way yet. Two, as they ramp 0.13 micron, they'll still be producing at Austin, at least until the Morgans are phased out."

As long as we are still talking about the claim that AMD could supply 33% of the market with just the Dresden fab, then I disagree with you. 33% of the market is 57% more than they control now. The die size savings from .13u may allow them to produce in Dresden alone what it took them both fabs, but it certainly isn't going to do that, AND supply 57% more volumes.

wanna_bmw
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