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

To: tejek who wrote (107486)	4/24/2000 12:49:00 AM
From: Charles R	Respond to of 1572946

Ted, <I believe there are 3 new fabs coming online in the next 2 years.......Dresden and Intel's Chandler and CO fabs. Do you seriously think this will undermine the demand/supply equilibrium? That is not much additional capacity for an industry that is growing at roughly 15% a year.> I can't remember the details but I believe Intel is bringing up some additional capacity online. Keep this in mind: the move from 0.25 (roughly where we are today) to 0.13 (where we will be by the end of 2001) will create over 100% growth in capacity. The new fabs will probably be use 300mm wafers and that would provide an additional 50%+ increase in capacity. As far as comparison with Japan is concerned, I think an argument can be made that current Internet bubble is larger than and more pervasive than the Japanese bubble and more dangerous when it bursts but since this could be a highly subjective discussion, I will yield. (And may be it doesn't belong on this thread anyway) Chuck