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


To: Bill Jackson who wrote (15448)10/22/2000 4:25:43 PM
From: Paul EngelRead Replies (1) | Respond to of 275872
 
Re: ", with Intel very tight capacity wise, Intel will have to displace higher paying ships to make these low end wonders for MSFT......."

Duh !!

The X-Box doesn't go into production until netx year - DID YOU KNOW THAT ?

Intel's New 135,000 sq. ft. 0.13 micron Copper fab in Chandler, AZ will be on line by then - as will its 0.13 micron D1C fab in Oregon - and Fab 18 in Israel will have reached full production - and the new Rio Rancho 135,000 sq, ft "clean room xpansion" should be near completion and the new 0.13 micron Copper Fab in Leixlip Ireland will be close to completion.



To: Bill Jackson who wrote (15448)10/22/2000 4:26:37 PM
From: Paul EngelRespond to of 275872
 
Re: "That MSFT contract looks like an albatross to me."

How did it look to you when you thought AMD had won that contract?