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

To: jcholewa who wrote (37929)	4/30/2001 9:20:17 PM
From: milo_morai	Respond to of 275872

<font color=orange>WOW!!! Gotta love this Patent info! technologyreview.com M.

To: jcholewa who wrote (37929)	4/30/2001 11:35:09 PM
From: dale_laroy	Read Replies (2) \| Respond to of 275872

"I don't think FAB30 was that necessary for AMD's survival. AMD started profiting pretty nicely before FAB30 became operational, even though they were pouring tons of cash into its development at the time. If a pit had opened and FAB30 was sent straight into the Earth's molten core last June, AMD would have still posted a reasonable yearly profit instead of the sequentially record breaking quarters they saw with Dresden." This is 20/20 hindsight. Who would have thought Intel would have screwed up as bad as they did. They handed profitability to AMD on a silver platter. Imagine if Intel had not introduced i820, but instead had upgraded 440BX to AGP4X and the 133MHz FSB. Imagine if Intel had not run into production problems with Coppermine. Imagine if Intel had not initiated the race to 1.0 GHz. And it didn't hurt that AMD made the transition to 0.18-micron in November 1999 instead of Q1 2000 as they had previously announced. When I read the specs on the K7, I knew AMD had a winner. Even so, I expected Intel to use Coppermine to squeeze AMD like a python squeezing a Tapar. Without the above Intel screw-ups (together with the early transition to 0.18-micron), AMD could have been posting losses prior to Fab30 instead of profits.