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To: Stoctrash who wrote (139385)	7/17/2001 1:53:38 PM
From: Tenchusatsu	Respond to of 186894

Stoctrash, <but what happens when they get UMC and TSM pumping out the Athwipers<GG> too?> That's the reason why I once thought VIA would be a bigger threat to Intel than AMD. VIA could use UMC and TSMC to crank out tons of ultra-cheap processors with inherently lower costs of operation and lower profit margins than Intel's. In effect, they could do to processors what the Japanese DRAM manufacturers did back in the early 80's which helped force Intel out of the DRAM business. (Correct me if I'm wrong.) But thus far, the VIA threat hasn't panned out. Their processors lag far behind in speed and performance. And despite claims that no one needs the speed anymore (especially from Glenn Henry, formerly of IDT/Centaur and now with VIA), people continue to buy into speed. And it is my belief that Athlons fabbed in UMC and TSMC will not perform any better than VIA's. AMD needs to fab Athlon in their own fabs to get anywhere in speed and profitability. (Duron doesn't count because that's simply a vehicle for gaining market share, not gaining profit margins.) Tenchusatsu

To: Stoctrash who wrote (139385)	7/17/2001 2:03:58 PM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: what happens when they get UMC and TSM pumping out the Athwipers<GG> too? The details of the recent licensing arrangement regarding their SOI process seemed to indicate that it might apply to IBM fabbing parts for AMD in IBM facilities. There probably isn't any other company with a process good enough to do AMD much good. Conceivably, AMD could be producing at Austin, Dresden, Gresham, and some IBM facility by the end of this year. Gresham was designed to open (this summer) with 200mm but migrate to 300mm (12 inch) wafers. siliconstrategies.com 213.219.40.69 In such a (wildly unlikely) circumstance, AMD could probably supply the entire microprocessor market by the end of 2002.