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

To: THE WATSONYOUTH who wrote (28111)	2/12/2001 12:30:19 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

TWY: I must say if AMD is going all out to generate enough SOI wafer capacity for say 30% of the x86 market, they got bigger balls than even I ever imagined. Your comments on the logistics of this could be the best argument I've heard so far for Pravin's belief that AMD will also have a non-SOI .13mu process. That said, clearly AMD won't have to generate SOI wafers for 30% of the market (or even the 20% they currently hold). Fab30 is the only one that will be using the SOI process for at least all of 2002, so we're down to about 10% of the x86 market for next year. Additionally, not nearly all processors from Fab30 will be .13mu in 2002, so I wouldn't be surprised if the final number was even lower. Do you think it would be possible to produce... say... 2000 SOI wafers per week locally at Fab30? (not using a thin box process) -fyo