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

To: Elmer who wrote (83175)	12/15/1999 6:36:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1570549

Maybe there is two parts to the deal? Jim

To: Elmer who wrote (83175)	12/15/1999 6:42:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1570549

Elmer, <Re: " The deal with Motorola will help AMD re-deploy its Fab-25 in Austin, Tex., which AMD is looking to use to manufacture chipsets for Via Technologies, and also manufacture flash memory chips. Flash memory sales could come in at around $248 million in the fourth quarter, according to BancBoston Robertson Stephens estimates. " How can leasing fab space in Dresden to Moto help AMD re-deploy it's Megaflop25 in Austin? > The way I understood this was that with MOT on the board, AMD can bring Dresden into production much sooner than later and ramp Dresden more aggressively. This would free up Fab25 space for Flash memory and Via chipsets. I know I'm reading too much into it, but that was my first impression when I read it. Megaflop25? - things have changed a lot since that name was coined, and I wouldn't call it Megaflop25. I think with Fab25 AMD has been doing a great job delivering all the Athlons, K6-Xs compared to the struggle Intel having in spite of four mighty 180nm fabs ;-) Regards, Goutama