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

To: Elmer who wrote (112655)	5/25/2000 3:00:00 PM
From: Cirruslvr	Respond to of 1571207

Elmer - RE: "It would be running at 100% if they were making flash. And they wouldn't have to build such a large "inventory" of Athlons either...." You think that right NOW Dresden should be 100% flash? That kind of thinking would have genius last year when the copper process wasn't ready to go and flash's strong demand was just getting started. AMD could have made flash in the meantime. But NOW, with the current onslaught of copper processors coming from Dresden, Dresden is doing what it is supposed to - ramping Athlons. While I think AMD should keep its flash business for the time being, processors are still king. Next year, Dresden will be capable to producing enough processors to bring in $1B in revenues EACH Q. Flash will probably get to $2.5B as a WHOLE from all the fabs AMD has making it. You can argue AMD should have made flash in Dresden before the processor ramp began, but that decision would have had to be made over two years ago - BEFORE AMD and Intel realized they needed to add capacity for flash.