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

To: Tenchusatsu who wrote (86753)	1/12/2000 5:04:00 PM
From: greg nus	Respond to of 1577171

Ten, I have noticed Analist absence of discussion about the non brick and mortor, technology induced increased capacity. It indicates manufacturing leverage. To me it also indicates both Intel and AMD to be undervalued as to their full employment potential. Also it explains how Amd will have room at Fab 25 to do flash work, without compromising. CPU production ramping. And extrapolating even further how AMd could eventualy supply half the makert for CPu's with just two fabs.

To: Tenchusatsu who wrote (86753)	1/12/2000 10:45:00 PM
From: Process Boy	Respond to of 1577171

Ten - <Last thing I heard about the fab in Fort Worth was that Intel has already resumed construction there after the semiconductor slowdown of 1998 disappeared.> I don't believe this is correct. I believe the project is still on hold, and some newspaper reports suggest that Intel and the State of Texas are wrangling over tax incentives. This was as of a couple of months ago, so I might be out of date. Intel has applied to expand its plant in Chandler recently, but I have not seen any firm construction plans. One of the soonest projects that could drastically change the capacity equation is Intel's 300mm D1C fab, although bringing a 300mm fab online is still a matter of years away. 300mm equipment is still maturing. PB