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: Kenith Lee who wrote (107268)	4/21/2000 6:56:00 PM
From: TimF	Read Replies (3) \| Respond to of 1572559

IF AMD continues to execute well throughout this year and beyond, and demand continues to outstrip supply even as Dresden ramps all the way up,and AMD retires a lot of debt and is sitting on cash, would it be time to start thinking about a new fab? I know there wont be any need for awile but I am talking about looking at the question from the perspective of a year from now, if AMD does very well in that year, and takeing into consideration that if AMD does decide to do this in a year it would probably be 3 maybe even 4 years before the new fab would be ramped up. It must be difficult to plan for these things given the long lead time and large invesment required. Tim