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

To: combjelly who wrote (124725)9/25/2000 12:19:53 PM
From: chic_hearne  Respond to of 1574711
 
Have you checked on lead times for AMD flash lately? As I recall, you said it was 44 weeks some time ago.

I'm encouraged by the announcement last week by AMD that flash revenue would be up 10% sequentcially. If they were getting pricing pressure, you would think they wouldn't be able to maintain guided revenue growth.



To: combjelly who wrote (124725)9/25/2000 2:02:00 PM
From: tejek  Respond to of 1574711
 
Flash and AMD

Since those sold out announcements, Fab25 has gone from 5k wafer starts per week to 6k. How they did this is a good question, I have this image of scanners in the hallways and the lunchroom...

My image was of them setting up in the parking lots and in the basement. <g>

ted


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