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: Elmer who wrote (95431)	2/27/2000 8:36:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 1572873

Elmer, 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? Both Intel and AMD are headquartered squarely between the San Andreas fault and the Hayward fault. A 1906 sized earthquake would take out Intel, AMD, Cisco, Sun, El Burrito Real, and one or two other businesses. I would never buy anything from any company with ties to Silicon Valley. Scumbria

To: Elmer who wrote (95431)	2/27/2000 9:20:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 1572873

Elmer, 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. I find these sentences somewhat contradictory. As AMD ramps up production in Dresden, more capacity will be freed up in Fab 25 for flash. Joe

To: Elmer who wrote (95431)	2/27/2000 10:10:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1572873

Elmer - RE: "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?" Probably about as willing as the amount of FUD you are trying to create.