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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: NITT who wrote (104019)	6/5/2000 5:20:00 PM
From: Elmer	Respond to of 186894

Re: "Elmer, thanks for pointing that out. I'd be really worried if I were and AMD investor. The new fab when it peaks out will support 5000 8" wafers per week vs the 6000 in Austin. According to AMD's own web site "AMD announced the Fab 30 project in December 1995, and ground breaking occurred ten months later. Over all, AMD's investment in Dresden totals approximately US$1.9 billion." and it's still not ramped! They will need at least $2B for another fab and a bunch more cash to retro these fabs for the next technology and the next wafer size" While Fab30 is no MegaFab by today's standards it was waaaaayyyy back in Oct '96 when they began construction 3 years and 8 months ago. With the still insatiable demand I don't think they have anything to worry about for a year or more. They can always make flash.... EP