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


To: Joe NYC who wrote (119370)7/5/2000 7:24:25 PM
From: Cirruslvr  Read Replies (2) | Respond to of 1579675
 
Interview with Ruiz

In today's "Investor's Business Daily" there is an inverview with AMD's COO, Hector Ruiz and an article about how AMD doesn't have production problems anymore. The article doesn't have anything new in it, but the Q&A has a few interesting parts. I hope this wasn't posted earlier today since I'm typing this up -

"IBD: What's AMD's strategy in the consumer market?

Ruiz: Our objective is to play a major role in the network appliance market. The appliance market has been framented and now well defined. There are so many platforms for it. Wer are beginning to crystilize the role we can play and we are articulating it.

IBD: Does that mean you;ll talk about a network appliance strategy later this year?

Ruiz: Yes.

IBD:Is AMD planning t build any new chip plants?

Ruiz: We are building new capacity of flash with out partnet, Fujitsu. We're putting large amounts of capacity in place. I believe we will continue to be one of the flash market leaders.
In terms of microprocessors, the (focus) is oncompleteing the production ramp-up in Dresden, Germany. We are at about 25% ... to full capacity.
We are also in the beginning stages of planning out next microprocessor factory and (determining) where it should be. We are hoping to have that nailed down by the end of the year.

IBD: You mentioned the joint venture with Fujitsy. Is AMD planning to do more joint ventures?

Ruiz: Because we chose to e on a partnetship path, we will need to expand out partnetships going forward. All the elements will require hardware people such as motherboard suppliers. Ath some point in time we might consider a manufacturing alliance, either pfuducing silicon or testing silicon"

Lots of intersting things in this interview, but I gotta go so I can't post more. Sorre for the spiling errers.



To: Joe NYC who wrote (119370)7/5/2000 7:26:06 PM
From: Jim McMannis  Respond to of 1579675
 
Joe,
That thought had passed my mind...
Intel for the sake of selling processors could untighten their control of the chipsets. Especially if as you say the margins aren't nearly as good as on CPUS...and with RAMBUS about to drag down Willy, they realize the more chipsets the merrier...

Jim