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

To: AK2004 who wrote (50194)	8/7/2001 4:06:39 PM
From: dale_laroy	Read Replies (2) \| Respond to of 275872

>AMD's production capacity has nothing to do with it and if needed amd (with some help from ibm and other foundries) can bring it's capacity to much higher percentage of the market share.< Do you know how much production AMD can farm out? Without any outsourced capacity at all, AMD will probably peak at 30% just before Fab25 is converted to Flash. With a limit of 20% of production being outsourced, AMD could not be replace the lost production of Fab25, let alone compensate for the increasing die size resulting from the move from Barton to Clawhammer. Or do you believe Hector and Jerry when they say that Fab30 can service 30% of the market all by its self.