Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.32

-0.2%

Dec 30 3:59 PM EST

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To: Jim McMannis who wrote (80747)	5/26/2002 10:37:02 PM
From: Dan3	Read Replies (2) of 275872

Re: Why is AMD relying on UMC for Athlon production in the first place. AMD needs to rapidly increase their production capacity so that they can supply 30% to 40% of the CPU market by the end of next year, growing to 50% to 65% by the end of 2005. At the same time, they need to increase their flash production so that FASL can supply 50+% of the flash market by the middle of next year. So, they took on a FAB partner. When you're the only company with a 64-bit X86 desktop chip, in a world of 32-bit chips, you need lots of capacity to satisfy your customers. Remember how quickly the market lost interest in the 286 for anything but bottom feeder systems once the 386 was shipping in volume? It really hurt AMD's 286 business - thank goodness AMD didn't have high costs back then like Intel does now...

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