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To: Paul Engel who wrote (137268)6/13/2001 8:59:40 AM
From: Dan3  Read Replies (2) | Respond to of 186894
 
Re: that's only 4 years.

Pervert Paul,

2 good years is doing fine, and about how long Austin had for high profit production. That's doing fine in an industry with 2 year process cycles.

AMD started covering costs at Austin 7 years ago.

3 or 4 years is terrific (but I don't think Austin got 4 years of peak profits).

Opening new FABs that produce products with little or no competitive advantage to support margins, or opening FABs early in the down part of a semi cycle, is when you run into problems. Intel looks like they've done both, simultaneously.

Congratulations!

Dan



To: Paul Engel who wrote (137268)6/13/2001 10:28:06 AM
From: dale_laroy  Read Replies (1) | Respond to of 186894
 
>AMD's Fab 25 didn't go into production until early 1997 with the K6 - that's only 4 years.<

Wrong! Fab25 went into production in 1994 with the Am5x86. It just wasn't profitable until the introduction of the Athlon in 1999. Of course, the prior losses at Fab25 were actually amortization of its cost. AMD ended up actually covering part of the cost of Fab25 prior to mid-1999.


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