Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: wanna_bmw who wrote (78741)	4/29/2002 8:58:00 AM
From: Dan3	Read Replies (1) of 275872

Re: I think they have the technology to be #1, but the market has to pick up before much progress can be made. So why do they buy their key high end components from someone else? Their own stuff is just "too good to let go?" They're saving their FAB space for the low end parts? You know, we've recently seen fresh news about Intel chipsets continuing to be fabbed by TSMC, now we know that Marvell makes their high end network parts for them. It looks like Intel doesn't FAB much more in the way of non-CPU parts than AMD does. Intel just spends 8 to 10 times as much on their FABs for 4 times the capacity. siliconinvestor.com

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