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


To: niceguy767 who wrote (100962)3/30/2000 12:45:00 PM
From: Scumbria  Read Replies (2) | Respond to of 1574506
 
niceguy,

I saw it again. Bid 55 11/16 ask 55 5/8.

Kind of fishy!

Scumbria



To: niceguy767 who wrote (100962)3/30/2000 3:13:00 PM
From: Petz  Read Replies (2) | Respond to of 1574506
 
niceguy, re:<AMD will have phenomenal revenue growth for the foreseeable future until Dresden capacity is fully utilized.>

The square footage at Dresden is, I believe, 5 times as large as Fab 25, which can run at least 5,000 wafers/week. Only a small portion (<20%) of Dresden has been outfitted as cleanroom space, and they have probably only 25% filled the cleanroom space with equipment. (Someone estimated initial production at 1000 wafers/week. I saw the square footage of all AMD's fabs in the SEC version of the Annual report. The capacity for expansion is absolutely huge.

Petz