Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.92

0.0%

1:23 PM EST

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To: TechieGuy-alt who wrote (67439)	1/9/2002 11:25:38 AM
From: Elmer	Read Replies (2) of 275872

INTC had to spend 7 billion $'s last year in fab costs vs. AMD's ~900million (a 7.7X difference) to slip to a 3.3X (77% vs. 23%) difference in market share. On top of that AMD set records for their processor shipments in each of the last 3Q's (or was it last 4Q's)! How's that for a reality check! Looks like that reality check isn't working very well. At $2 billion a Fab that would be 3.5 fabs opened for production last year. I remember seeing 1, F22. You think 12" wafer development is free? Why else do you think Intel is 5 years ahead on 12" production? You guys also seem to conveniently "forget" about 50Million+ chips other than MPs made in Intel's fabs each quarter. Time for a reality refresh. EP

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