Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 250.10

-3.7%

3:59 PM EST

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To: kpf who wrote (219935)	12/10/2006 7:38:55 PM
From: pgerassi	Read Replies (1) of 275872

Dear Kpf: AMD needs one development fab per node. You just can't do it with a fraction of a fab. It's really as easy as that. BUZZ! WRONG! AMD has been doing development without a full fab for it for the last few years. APM helps too. You could also argue that with sharing of process R&D costs with IBM and others, you don't need a full fab. Part of the initial development is at IBM, Fishkill and part at Fab 36. At no time was any full fab needed for development. Just part of a fab. That is AMD's way of R&D, efficient use of limited resources. Intel OTOH throws a full fab at it, running lots of wafers to try to get to usable yields fastest. They can throw gobs of money at the problems. Intel's way of R&D, quickest results at any cost. Problem is now Intel has less resources and problems cost more. Changing your R&D target from speed at any cost to efficient use of resources, is nearly impossible without big shake ups, usually at the top. Without a Max the Axe, inertia just rolls over any opposition. Pete

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