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

To: Dan3 who wrote (48616)	7/22/2001 2:08:07 PM
From: Paul Engel	Respond to of 275872

Re: "AMD doesn't need a new FAB for 4 years (when Intel is bringing on line whatever follows SOI, AMD will have to be there too.)" Right you are !!! AMD doesn't sell into the business segment, the server segment (ignoring Cracker Jack-In-The-Boxx), the PDA hand held market, or the Communications controller business. Ergo - they have no need of new fabs - for a long, long time.

To: Dan3 who wrote (48616)	7/23/2001 12:16:20 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 275872

Dan - RE: "Why in the world would they want to build a new FAB any time soon? They are bringing a copper/SOI/.09 capable FAB online in 6 months - 2 years ahead of Intel." In case you haven't been keeping up with AMD, over this year there have been many articles stating AMD is looking at land around the world for a new fab. "AMD doesn't need a new FAB for 4 years (when Intel is bringing on line whatever follows SOI, AMD will have to be there too.)" Don't you realize it LOTS of time to find land for a fab, get money for a fab (in AMD's case), build a fab, install the tools to make the chips, refine the process, and finally get the product out the door? AMD announced Fab 30 in December 1995 and production parts didn't come until April 2000. That's 4 1/2 years! Of course, they did switch to copper which delayed it some. But the bottom line is the fab has to be planned YEARS in advance. "As McMannis has pointed out, while MHZ sold, GHZ doesn't seem to be doing nearly as much good in the market. Last quarter, Intel differentiated itself with mobile chips and lower power PIIIs better suited to cubicles than was Athlon. Going forward, AMD is in the mobile market and the SFF Athlons are easier to package than P4s." What does this have to do with anything? "AMD will be happy to provide you with a CPU that is as fast as anything out there for an ASP of $75." Who the hell are you trying to fool?!?! I bet there is not one person at AMD who doesn't want higher ASPs. You are only fooling yourself with that crap. Will you be "happy" when AMD announces even lower ASPs and losses come Octover?