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

To: milo_morai who wrote (90023)	1/27/2000 3:01:00 PM
From: Elmer	Read Replies (3) \| Respond to of 1574342

Re: "That INTC fab that costed $70 million from 1997 to 1999 is down the Hole and the 2 year Delay of breaking ground as INTC now has to move from Texas to Arizona will not help much for fab space that is needed now. What are you thought there ?" Intel delayed the FW fab intentionally about 2 years ago. Looking back it was probably a mistake. In the mean time they just opened a new MegaFab in Israel, Fab18 and are in the process of converting the Hudson Mass fab over to be another Intel MegaFab. Add in the just announced 12" Fab22 to be build in Chandler Az. With the $2+ Billion price tags of a modern fab you just can't afford to have them sitting around hoping there'll be a need for them (unless you're AMD of course!). And with the 20 months Intel needs to bring a new fab online, or the 3 1/2 years AMD needs, it is very difficult to predict future needs with extreme accuracy. EP