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To: semiconeng who wrote (132896)	4/18/2001 7:46:42 PM
From: greg s	Respond to of 186894

Semi, re: Unfortunately, AMD's Texas and Dresden Fabs don't use this strategy, of course they could sell off the equipment as used. I'm not sure the disruption in the current manufacturing process would be worth it. But they have PODS!!!! {tongue in cheek} greg

To: semiconeng who wrote (132896)	4/18/2001 10:34:32 PM
From: porn_start878	Read Replies (1) \| Respond to of 186894

"Unfortunately, AMD's Texas and Dresden Fabs don't use this strategy, of course they could sell off the equipment as used. I'm not sure the disruption in the current manufacturing process would be worth it." AMD plans to convert FAB25 to flash, when it's obsolete. FAB35 will be 300mm, but it's far away. Dresden will be 100% .13 by mid 2001, and a lot of ~60mm² Palominos can be produced on a 200mm .13 waffer. Clawhammer is 100mm² and it won't eat 50% of the total output before the end of 2002. Capacity problems could appear in 2003, but I guess they have a plan... FAB30 expansion for example Max

To: semiconeng who wrote (132896)	4/19/2001 12:20:48 AM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 186894

IBM? I don't think IBM is interested in getting into the semiconductor manufacturing business in that big a way. My dealings with IBM in the past, have taught me that IBM is mostly interested in manufacturing chips for their internal use, and their Fabs are already underutilized. On an ever increasing range of topics, you once again prove how clueless you really are. IBM is the number one ASICs supplier in the world. Their OEM microelectronic business grew over 100% this quarter and I will guess that the microelectronics division will contribute over $7.5 billion in revenue this year. They are in the process of spending over $3.5 billion on 300mm conversion among other things including a new 300mm fab started last fall in Fishkill N.Y. Their current fabs ran at 100% capacity this quarter in stark contrast to Intel. Now.... just what kind of "dealings" did Semiconeng have with IBM in the past?? Pray tell. THE WATSONYOUTH