Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 238.37

-3.4%

2:40 PM EST

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To: whortso who wrote (66258)	12/25/2001 3:47:16 PM
From: whortso	Read Replies (1) of 275872

For Dan3 I dug up this Intel link describing their manufacturing facilities. I count 13 fabs, not the 20 Dan3 says. intel.com I count 7 pure logic fabs, 2 pure flash fabs and 4 combination fabs. Of the logic fabs, 1 seems to be running a non-intel process(f17), leaving 6 for intel products. This is probably where the strong arms are coming from. Of the flash fabs, 1 seems to be too small to be of consequence using 150mm wafers and headed for shutdown(f7). That means only 1 fab(f23) is dedicated purely to flash. Not much for the worlds largest producer. The combination fabs most likely are heavily weighted to flash but that's a guess. Of the combination fabs, D2 is known to be a small development fab, another (f8) is running very old processes on 150mm wafers. That leaves 2 combinational fabs of significance, f11&f15 and they are probably heavily dedicated to flash. Please guys, try not to exaggerate so much. The Whort

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