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

To: tejek who wrote (95381)	2/27/2000 3:08:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1573924

Re: "hmly, this is bull that EP thinks Intel can build a fab in a year...." Now Ted lets get the quotes right. I said a year or so. Here's what Intel said about their F22 in Ocotillo just now breaking ground. intel.com "It will initially begin production using Intel's 0.13-micron process technology with copper metallization on 200 mm wafers in 2001" That's a year or so. Certainly less than 2. AMD broke ground for FAB30 in Dresden in October 1996: www1.amd.com "Groundbreaking for the facility occurred in October of last year[article printed in 1997]" That puts FAB30 opening at 3 1/2 years minimum from start to finish. EP

To: tejek who wrote (95381)	2/27/2000 3:36:00 PM
From: hmaly	Read Replies (1) \| Respond to of 1573924

Ted Re...<<<<hmly, this is bull that EP thinks Intel can build a fab in a year....just in the past 2 weeks, he was questioning with PE whether Intel can open the new fab in Colo. in a year where they are not starting from the ground up but from an already built empty shell. Based on my development experience with other commercial bldgs., I am sure building a fab from scratch takes at least two years if not more. ted ....>>>> Ted' of course its bull. Thats why I commented on Elmers statement. What is that phrase " I have not come to praise Ceasar; I have come to destroy Ceasar." On another note, I have no doubt that if enough money was thrown at the problem, a fab could be built (not counting time for permits and outfitting.) in a year. But why? There was downturn going on in the semi industry. Elmer knows this. He is just trying to be cleaver with his fudd. I was just enthralled by his objectivity and unbiased opinions. Surely you can't say that you aren't amazed sometimes by his logic. I'm still scratching my head wondering why a unused Dresden is hurting Intel, and how Jerry could have possibly figured that one out. Do you know? This is so far above me, I haven't been able to figure it out yet.