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: Joe NYC who wrote (113964)	6/2/2000 7:05:00 PM
From: brushwud	Respond to of 1574098

Is AMD going to put up some cash for the new FASL fab? According to this cc transcript, FASL is self-funding: jc-news.com "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."