SI
SI
discoversearch

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 (95444)2/27/2000 9:56:00 PM
From: Elmer  Respond to of 1573088
 
Re: "Isn't it great? AMD has had a blowout quarter, gained market share without any revenues coming from the new fab.
And the current quarter, (Q1) will be flat or up, still without any significant revenues from Dresden fab.
What is your estimate for Q2, when we will start seeing some additional revenue from Dresden?"

Jozef, until AMD can sell all the capacity of their Austin Fab, which they haven't been able to todate, I think it is a little premature to start predicting the revenue from a Fab that isn't producing anything yet.

Fab30....Where are you???? 3 1/2 years and counting.

EP



To: Joe NYC who wrote (95444)2/27/2000 10:39:00 PM
From: Gary Ng  Read Replies (1) | Respond to of 1573088
 
Jozef, Re: AMD has had a blowout quarter, gained market share without any revenues coming from the new fab.

Could you elaborate how AMD gained market share ? With
reference to which time period ?

Gary