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


To: THE WATSONYOUTH who wrote (34233)3/30/2001 9:01:36 AM
From: Dan3Read Replies (2) | Respond to of 275872
 
Re: Well the assumption is that AMD feels the IBM process will be faster or in some way the agreement will benefit AMD.

If SOI is a significant benefit at .13 on copper, AMD could face demand on the order of 100+ million parts next year.

They'll need all the FAB space they can get.

Could this also be a prelude to the announcement of FAB 35 (which AMD has said would be built with a partner).

Regards,

Dan