Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 240.58

-2.5%

Nov 17 3:59 PM EST

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To: Monica Detwiler who wrote (66373)	12/27/2001 5:12:03 PM
From: Elmer	Read Replies (1) of 275872

And you, sir[fyodor], are ignoring that up until a few months ago, AMD claimed that this was a 6,000 wafer start per week fab. AMD further claimed that Fab 30 would achieve the "new" full capacity of 5000 WSPW this quarter - and I find it highly unlikely that they could ramp a full 25% in one quarter. AMD still lists F30 as 6000WSPW. amd.com I also believe that downtime etc is factored into the capacity calculations. And AMD does use special development fabs - just as Intel does. They have a submicron development center in California and they have Motorola - the so-called provider of their new wafer fab processes - as well as IBM - the other so called provider of their new wafer fab processes. Well put. If anything they would move their development work to F25 where Droids are claiming underutilization. Why take your gravy train offline when you can do the development work elsewhere, or better still, they have others doing the work for them. EP

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