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

To: Charles R who wrote (51976)8/21/2001 10:36:35 PM
From: fyodor_Read Replies (1) | Respond to of 275872
 
Charles, re: selling Fab25

If AMD insists on not making its own chipsets - both high-end and low-end in volume - volume is alpha and omega. If AMD's "virtual gorilla partners" don't see significant, sustained volume, they just aren't going to devote the necessary resources to chipset development.

As long as AMD can churn out platform-compatible processors from Fab25 without generating a significant loss, AMD needs to keep doing it.

Of course, there are other routes, but Jerry seems hell bent on taking that course.

Remember the Sanders' Mantra: Volume is our vaccine to the Intel poison.

-fyo



To: Charles R who wrote (51976)8/21/2001 11:04:48 PM
From: bacchus_iiRead Replies (1) | Respond to of 275872
 
RE:"With more fabs, I can see AMD making some losses ;-) "

Isn't it the same problem Intel face but at an order of magnitude bigger problem.

Gottfried


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