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Technology Stocks : AMD:News, Press Releases and Information Only!

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: StockMan who wrote (3142)	12/24/1997 6:54:00 PM
From: Yousef	Read Replies (1) of 6843

StockMan, Re: "Any idea, where AMD got its money for Fab 25 ..." The money for process equipment and Land/Building is depreciated and paid for monthly in expense dollars ... so the 2B$ in profits that you see is after AMD has paid for their equipment, land and buildings. My bigger concern is when will they "officially" announce their .25um process and start shipping in volume. Jerry made comments in the summer about a significant amount of AMD's shipments in late '97 being in the .25um process. AMD must be having a difficult time bringing up that process. This doesn't surprise me since the .25um process has a number of new unit processes which must be developed, characterized and controlled. Jerry and the "boys" only have a short window of opportunity before Intel starts shipping even higher speed PII desktop CPU's (333mhz, 350mhz & 400mhz). After that, AMD will have to scramble to supply CPU's to the <$500 market segment. Make It So, Yousef

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