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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 (80785)	5/27/2002 5:15:39 PM
From: Dan3	Read Replies (1) of 275872

Re: If Taiwan is such a cheap place to make chips maybe AMD should open a plant there That's what they're doing. With a local partner, to share some of the infrastructure costs, and to ensure that they don't get tripped up by any local issues that would otherwise make it tough for a non-local company to get things approved by the local bureaucracy. I remember all you "only Intel should be permitted to sell CPU" types raving that AMD would never be able to get the folks you characterized as lazy, ignorant, East Europeans to build a modern FAB - yet Dresden beat Intel to copper by well over a year, making chips at .18 that you all kept whining were "really .13 chips" because after .25, the process type becomes more important than the "node" feature size. Having trailed the technology in the Dresden FAB built by those "lazy ignorant" East European workers for 1 1/2 years, Intel has had to spend $14 billion in 2 years in an attempt to catch up - which puts Intel in a good position for about 6 months, at which point AMD/Dresden moves on to SOI, and Intel goes back to being behind for another 2 years.

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