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

To: fyodor_ who wrote (37978)	5/1/2001 1:32:56 PM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>When I listened to the webcast again, I noticed that Jerry said that AMD believed it had all the capacity it needed until the end of 2003, at least.< I believe that Jerry thinks that Fab25 with 0.13-micron aluminum interconnects and low-k dielectrics will be viable through 2003. This almost certainly would not be true with Duron versus a value segment P4, but could be true with a value segment Hammer. >It did not sound like any major foundry deals were in the works, although I wouldn't completely rule it out. (But I seriously doubt it).< Depends on what you mean by a major foundry deal. Jerry definitely hinted that, starting as early as sometime in 2002, AMD would be using foundry services (probably Pacific rim), and probably ramp foundry units to 20% of their total by the end of 2003. Is 20% of total units a major foundry deal?

To: fyodor_ who wrote (37978)	5/1/2001 2:58:32 PM
From: milo_morai	Respond to of 275872

Fab 30 clean room space Clean class (Fed Std 209E) Particle size (µm) Floor space (m 2 ) Floor space (ft 2 ) Class 1 0.1 195 2,098 Class 10 0.5 11898 128,022 Class 100 0.5 1289 13,870 Class 1000 0.5 2112 22,725 Class 10K 0.5 2559 27,535 Wouldn't we all like more details on each room and the processes going on there :o) M.