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

To: combjelly who wrote (43638)	6/10/2001 11:13:59 AM
From: dale_laroy	Respond to of 275872

>delaying built out and having excess capacity are two different things.< Within the context of having excess capacity, I do not believe this would be a reason to delay buildout. The market could recover at any time. Indeed, I think AMD probably has a shortage of processor capacity at both fabs. Why else would they discontinue K6 production in spite of continued demand? Indeed, my suggestion is that they bring Motorola onboard as a foundry to enable the delay of buildup of capacity at Fab30 until they can continue with 193nm lithography equipment.