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

To: wanna_bmw who wrote (51967)	8/21/2001 9:09:42 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: Your helpless optimism amazes Yet my comment that if SOI doesn't work out, AMD could be out of the CPU business was OK with you. If AMD experiences complete success with SOI in Q1 of next year, expect them to outfit Austin or one of the clean rooms at Gresham to do SOI - and that could make them the dominant producer by the end of next year. At this point, motherboard and chipset designers and manufacturers have as much experience with AMD's platform as Intel's - it would not be any harder for the industry to ramp for thoroughbred being the dominant processor than for northwood.

To: wanna_bmw who wrote (51967)	8/21/2001 9:46:41 PM
From: AK2004	Respond to of 275872

bmw while I do not think that intel is going down yet let me remind you that intel is a tech company and as such is relatively risky no matter how large it is. There are plenty of examples out there starting from ibm, epson, zerox etc. Regards -Albert

To: wanna_bmw who wrote (51967)	8/21/2001 11:25:49 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"The Gresham fab has machinery for flash. It doesn't become a processor fab overnight." And the difference between the two is? Sure, flash is usually not done with cutting edge scanners, and the processors usually have more layers, but other than that, what is the difference? The part of the Grsham fab that was just outfitted should be at least as capable as Fab25, and very well may be as capable as Fab30, if it was outfitted with a 5 year lifespan in mind. If it was outfitted with ASML equipment, it could be as simple (ok, it is not all that simple) as changing out the lenses to StarLith (I think) lenses. AMD has at least done some flash runs in Fab25 last year, so the processes are pretty close. As far as AMD supplanting Intel, well who knows. Even without Fab35, AMD seems to be lining up some serious capacity, especially if the really do decide to use at least some of Gresham for processors and convert Fab25 to copper. I doubt if they will do all three, the most likely is that they will only do one of them (Fab35, Gresham and convert Fab25). It may be that they have decided that their problem with the corporate market is that they cannot supply any OEM who Intel decides to cut off. If they bring up the capacity to do that, then that excuse cannot be used against them. Yes, it wold be a gamble, may be even a stupid one. But, on the other hand, Fab30 and the Athlon itself was a huge gamble that they reasonably should not have done, either...