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To: Dan3 who wrote (136505)	6/2/2001 8:18:20 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Blowing Harder All The Time Alibi Dan - Re: "Dresden was built to take AMD to .10 or .07 - they don't need a new FAB " That's why AMD had to expand Dresden with another $250,000,000 late last year?

To: Dan3 who wrote (136505)	6/2/2001 8:19:56 PM
From: Paul Engel	Respond to of 186894

Blow Hard Dan - Re: "SMP from AMD has seen zero availability so far, and there's no way they're going to make a dime with it in the near term server market, but they will get their foot in the door." I think AMD has had its foot SLAMMED in the door - by Compaq - By IBM - by Dell - by anybody in the serious Server business.

To: Dan3 who wrote (136505)	6/2/2001 11:36:02 PM
From: dale_laroy	Read Replies (2) \| Respond to of 186894

>Why does Intel have to keep buying land, putting in qualified water and power, and building shells over and over again? It's like they revel in pissing away money.< AMD would probably be better off if they did not replace their equipment quite so quickly. Replacing all the lithography equipment in a fab because there is no new shell for the new lithography equipment is expensive. To be fair, the industry is moving to keeping equipment a bit longer. For example, it appears that AMD will be using half 248nm lithography and half 193nm lithography for 130nm, and will probably only replace the 248nm equipment with 157nm equipment for the move to 100nm, but it would be even better if they could amortize the 248nm equipment over a longer period. I have suggested to Hector that AMD build hybrid fabs, such that a single fully ramped fab might have one third 248nm lithographic equipment to produce flash at 130nm, as well as one third 193nm lithographic equipment for the more tolerant mask steps and one third 157nm lithographic equipment for the more critical mask steps of 100nm processors. In other words, there would be three generations of lithography with one third of the steppers producing flash while the other two thirds of the steppers produce processors. When the next generation of lithography emerges, only the 248nm lithographic equipment would be rotated out of production.