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

To: Goutam who wrote (77708)	10/29/1999 1:36:00 AM
From: tejek	Read Replies (1) \| Respond to of 1571413

RE <<<I agree with Chuck, that Flash glory days may be limited to one more year, because every Flash manufacturer is rushing to increase the capacity by a great amount.>>> Who besides intc? ted

To: Goutam who wrote (77708)	10/29/1999 3:28:00 AM
From: Petz	Respond to of 1571413

Goutama, re:flash. Those kind of increases ($60M) are more than enough to make up for increased MG&A expenses and depreciation associated with Athlon and Dresden, respectively. Which means, going from 200K Athlons @ $300 to 700K @ $250 is more than enough to wipe out the loss. Petz

To: Goutam who wrote (77708)	10/29/1999 10:17:00 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 1571413

Goutama, Flash growth occurs in both volume and price and so can become immensely profitable for new parts that are not contract price limited. So AMD may easily quadruple the flash profits from existing facilities. I have heard comment that Dresden is only 15% filled, so a portion could be equipped for flash and would also be behind european tariff barriers. I am not sure how long this flash boom will last...bust/boom/bust cycle has ben changed by the huge demand increase so the next bust may be years away. Good time for the contract speculators(those who agreed last year to buy some flash each month at a contracted price....now they sell spot and rake it in) Bill