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

To: Elmer who wrote (112634)5/25/2000 10:51:00 AM
From: Bob Howarth  Read Replies (1) | Respond to of 1580020
 
Where will AMD get the 2 billion + bucks to build a 300 MM FAB for .13/copper by 2002 to compete with the one INTC announced yesterday? Maybe this is why AMD is having a hard time here. The announcement from INTC was a surprise to many. If AMD has a reasonable plan, things will work out fine.



To: Elmer who wrote (112634)5/25/2000 1:51:00 PM
From: Joe NYC  Respond to of 1580020
 
Elmer,

I still think AMD would be better off using Dresden for Flash.

FASL is building another fab. If AMD decides to use any of it's own capacity for flash, I it will be Austin, after Dresden is fully ramped.

Joe


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