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.

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

To: Joe NYC who wrote (94543)	2/22/2000 10:18:00 AM
From: steve harris	Respond to of 1573628

Joe, re:"another FAB" Maybe that is what the AMAT equipment order was for the other day. Gearing up for Xbox capacity. :o) steve

To: Joe NYC who wrote (94543)	2/22/2000 10:20:00 AM
From: Scot	Read Replies (4) \| Respond to of 1573628

Joe, If this thing goes through, half of Dresden fab will be producing for X-Box. With Austin fab going to mostly flash, AMD may need another fab :-) My question/concern about the X-Box is simply...how is AMD going to make any money? The console could be priced as low as $149, including a hard drive. It seems like we are barely covering costs here, if that. I thought the reason why AMD was in the cpu business is the potential for significant margins. Am I off-base here? -Scot