Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 250.63

+8.1%

2:50 PM EST

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To: Elmer Phud who wrote (147505)	1/11/2005 8:40:21 PM
From: burn2learn	Read Replies (1) of 275872

I guess the big question now is whether AMD can increase CPG revenues enough in 2005 to pay for fab 36 They have a mountain of debt to pay off before they begin to pay for that fab. what i think is interesting is that fab36 and Intel f12 are on a fairly even build schedule. Both fabs just started moving in first tools. What makes it interesting is that Intel actually has a process to transfer and can start tool quals for 65nm. I think the differences between 1. AMD 130nm 200mm process 2. IBM 90nm 300mm process are to great for the fab to startup on 90nm. I think the construction is out of sync with available process.

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