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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Mani1 who wrote (6386)8/23/2000 11:36:47 PM
From: Dan3Respond to of 275872
 
Re: There is no way AMD can bigger than Intel in 5 years. AMD at most will have 3 mega fabs five years from now. Intel already has 7 (or something like that). 7 is bigger than 3.

Don't forget FASL. Intel's FABs include flash FABs, AMD's flash capacity is held by FASL. The companies are closer in size that it at first appears (though Intel is still considerably larger)

Regards,

Dan



To: Mani1 who wrote (6386)8/24/2000 4:54:00 AM
From: Gopher BrokeRespond to of 275872
 
Intel already has 7 (or something like that). 7 is bigger than 3.

Aren't you forgetting the "profits from sale of fabs" item that will appear in Intel's reports in a couple of years?


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