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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (88573)	9/21/1999 2:33:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 186894

Paul, Thank you for clarifying that aspect of AMD's flash production. The question then is can Dresden or Fab25 be used for flash and what would the lead time for that be. Dresden at least has spare real estate to do this, if not the machinery. I am aware that it may be a lead time problem for certain machines and by the time they were ordered and installed we may be in a flash glut as has happened before. If flash can be started in a reasonable time it would be beneficial. In addition the Japanese JV flash profits will be larger unless they are locked into long term low price contracts from the last glut when they were beggars? Bill

To: Paul Engel who wrote (88573)	9/21/1999 3:27:00 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

Paul, Re: "Fab 25 for flash" I understood that some flash was being produced at Fab 25. Certainly no way can dresden run flash- hell may not run anything for a while. I imagine some additional tooling and equipment would be required for Fab 25. But I know that all the commercial foundries TSMC/UMC/CSM run flash on their regular logic fabs. Is it a modest equipment expense or do u think they will have to spend hundreds of millions of dollars to outfit fab 25 for flash. regards, Kash