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

To: Dan3 who wrote (95419)	2/27/2000 8:31:00 PM
From: Elmer	Read Replies (4) \| Respond to of 1572778

Re: "FAB 30 is for GHZ+ processors. If the situation in Taiwan gets any worse, FAB 25 should be converted to chipset production." Well I don't really have my heart set on which fab should be used for flash, and someone else has made a case for using fab25 instead. As it stands now AMD has two modern fabs and one fabs worth of demand. The world wants Flash and can't get their hands on enough. So you have AMD with excess capacity plus a hungry market with cash in fist. Do you see a possible match here? Another possible problem for AMD is the unwillingness for customers to rely on a single source product. Intel has satisfied their concerns by manufacturing at multiple sites, thus averting the devastating affects of a disaster of either a natural or political kind. Just how willing are customers going to be to commit further design wins to a processor that is produced on an unproven process in a foreign country with no backup supply? EP