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

To: combjelly who wrote (43556)	6/9/2001 5:30:59 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

comb, <Are you sure of this?> I know you are somewhat of a longer term poster here. I am surprised that this question keeps coming up. Here is some homework for you. It can be done two ways. One is to get some wafer starts numbers for Fab25 and Fab30 and use that along with Duron/Thunderbird die sizes to come up with an approximate answer. The somewhat more easier way is to check AMD Q4 2000 earnings (released January of this year) conference call and find out what Jerry says about AMD's capacity.

To: combjelly who wrote (43556)	6/10/2001 2:16:29 AM
From: Petz	Respond to of 275872

cj, Fab 30 is not being used at full capacity yet. It has been a while since we discussed wafer starts, but my recolleciton is that the wafer starts should be at about 75% capacity, but since the output lags the starts by at least a couple months, output this quarter is probably only 60% of capacity. You can probably find more info looking at AMD's statements in the conference calls (transcripts on jc-news.com ) or by searching the thread. Petz

To: combjelly who wrote (43556)	6/10/2001 10:45:59 AM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>Now I guess you could argue that they are running Fab30 on a reduced schedule to keep from building inventory, but you would have to explain why they would want that.< There is a good reason to delay the capacity build at Fab30, even if AMD had to farm out production to Motorola to meet market needs. It appears that the final 20% of the buildout at Fab30 will be using 193nm lithography equipment. Assuming that only half of the steppers in a line need to be at 193nm for critical mask steps, these 193nm lithography steppers could be teamed with an equal number of 248nm lithography steppers to get AMD to 40% 130nm production in late H1 2002 without replacing 248nm lithography equipment. If AMD were to delay the installation of some lithography equipment until they make the transition to 193nm lithography, they would have less equipment to replace in H2 2002.