Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Jim McMannis who wrote (64924)	12/4/2001 7:59:09 PM
From: fyodor_	Read Replies (2) of 275872

Jim: There in lies the problem, yet the markets seem to have discounted most of this [overcapacity risk] The P4's larger die size combined with the lower throughput of the modified .13µm (hard phase masks to compensate for the delayed-->cancelled 193nm SVG equipment) take up a great deal of any overcapacity. Additionally, both AMD and Intel have scaled back plans for bringing more capacity online (e.g. AMD going for a foundry deal, pushing out a possible new fab for at least a year). Another good indicator that capacity isn't a huge issue right now is that TSMC has reportedly maxed out its 15µm lines. The area where overcapacity seems a huge problem is in FLASH. -fyo

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