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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (28320)2/8/1998 7:11:00 PM
From: Petz  Read Replies (2) of 1572190
 
Paul, RE: <You are talking about $189 million to $216 million in INTIAL machine costs PER FAB!.

Five of these would run a BILLION dollars!


How much does Intel make per year?? A billion investment is peanuts for this amount of return. As someone said recently, its a no-brainer someone will buy AMD if their stock gets much lower. Also, a single 6000 wafer fab is enough:

6000 wafers/week * 350 candidate_CPU/wafer * 52 weeks * 60% mature_process_yield = 65 MILLION CPU's or 65% of the world market.

(350 candidate CPU's based on K6-3D design with 81mm^2 die size)

AMD is a diamond ready to be snatched.

Petz
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