Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: kapkan4u who wrote (66338)	7/21/1999 3:21:00 PM
From: fyo	Read Replies (1) \| Respond to of 1591415

Kap - Re: I am surprised that you think that Raza was right in pushing to sell FAB30. I would like to hear some more discussion on this. I would like to hear more from Scumbria, Chuck, Kash, Steve, Petz, Kevin and other thoughtful contributors to this thread. I understood Scumbria's 'him' to mean Raza, giving the opposite interpretation as you present above. --fyodor

To: kapkan4u who wrote (66338)	7/21/1999 3:32:00 PM
From: Cirruslvr	Respond to of 1591415

Kap - RE: "I am surprised that you think that Raza was right in pushing to sell FAB30." Scumbria said the opposite - "Kumar said Raza wanted to sell the company's $1.9 billion new factory in Dresden, which is expected to begin production early next year. Sanders didn't. If so, it sounds like it was time for him to go."

To: kapkan4u who wrote (66338)	7/21/1999 4:06:00 PM
From: kash johal	Respond to of 1591415

Kap, Re:" I am surprised that you think that Raza was right in pushing to sell FAB30. I would like to hear some more discussion on this. I would like to hear more from Scumbria, Chuck, Kash, Steve, Petz, Kevin and other thoughtful contributors to this thread." I think selling fab 30 is an oversimplification. I suspect that an intelligent businessman may have wanted to partner on Fab 30. Maybe selling a portion - say 50%. It would be an extremely attractive fab for a wafer foundry or third party company such as siemens, LSI, TSMC, UMC etc. In addition other ways to reduce costs and increase margins is to cut off distributor margins, sell direct to small white box suppliers, leverage MB/Chip sets etc. Other ways may have been to shut down SDC and move fab development to Fab 30 etc. Just my 2 cents. regards, Kash Johal.

To: kapkan4u who wrote (66338)	7/21/1999 5:00:00 PM
From: Mani1	Respond to of 1591415

Kapkan Re <<...Raza was right in pushing to sell FAB30>> I highly doubt that anyone was pushing for the outright sell of FAB30. But considering that there is currently a shortage in 0.25 and below foundry space, leasing part of the fab to another foundry to generate much needed revenues is a reasonable idea. Also AMD is spending/investing money to develop processes at 0.18 as well as copper. If it is possible to get further return on investment by "fabing" for some one else (manufacturing Alpha chip for Compaq at 0.18 comes to mind) its once again a fiscally responsible thing to do. AMD desperately needs fiscal discipline which it currently does not have. If Raza departure was due to this issue, as an AMD share holder I find it very disturbing. Depending on the replacement I am looking into selling part of my holding at a ~20% lose. For now I continue to hold. Mani