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

To: tejek who wrote (104888)	4/13/2000 1:20:00 AM
From: Joe NYC	Read Replies (2) \| Respond to of 1577906

Ted, speaking of fabs, here is Sanders on Dresden capacity (thans to JC): jc-news.com Q: (Cooperman) What's capacity in existing fabs? -- A: Plenty. Question is ramping it. Dresden has capacity for 5000 a week, right now we're starting at 500 a week -- we just upped that to 600 a week. Dresden expected to be fully ramped by end of 2001, consistent with our 30% unit share goal. -- Q: Which products are you making in Dresden? -- A: Athlon, Athlon, and Athlon. -- Q: So no Flash in Dresden? -- A: Flash, we need to increase capacity. Expect to have a decision by end of Q2 about building a third Megafab at Isu Wakamatsu (?) as part of a joint venture with Fujitsu. Would start out with 8" wafers but would be 12" capable. Opportunity to double our bits reflects increasing capacity. Even with that, we're probably losing market share. Business is explosive. Expected more than 400 million cell phones built in the current year. Demand for bits is growing much faster than unit phone growth. Spending on capital for expansion for Flash in our joint venture approximately the same as Intel's announced spending [for Flash]. -- Q: Does the $800 million cap ex include the cap ex of the joint venture? -- A: No. -- Q: Is the joint venture self funding? -- A: Yes. If each 1,000 w.p.w. produce 2M per quarter, Dresden will be able to produce 10M Athlon type CPUs per quarter. That's 25% of the market just from Dresden. Joe