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

To: Dan3 who wrote (52091)	8/22/2001 9:50:47 PM
From: TimF	Read Replies (1) \| Respond to of 275872

Dan I think your still too focused on SOI being a home run or a strikeout. If SOI gives a small advantage it might be enough to help AMD get a bit of market share and may even help ASPs a bit when things recover but it won't be enough to mess Intel up. If SOI gives an enormous advantage (unlikely in my opinion) then Intel will be hurt by AMD having it but AMD wont have the capacity to take over the market. Before AMD could build that much capacity Intel could start makeing some moves to SOI. It would be difficult and expensive for Intel but the scenarios of Intel running out of cash or going to less the 50% market share are pretty much not in the cards IMO. Tim

To: Dan3 who wrote (52091)	8/22/2001 9:55:23 PM
From: wanna_bmw	Read Replies (3) \| Respond to of 275872

Dan, Re: "Competitive with whom? Texas Instruments? Certainly not AMD." You've been in denial over AMD's manufacturing capabilities for as long as I've known you, so I'd expect it to come as quite a shock once you realize how far AMD has to go before they have a competitive advantage over Intel. Remember this post, Dan? I wouldn't even know where to begin to discuss with you how far your perception is from reality. Message 16242361 "But if SOI does work out, AMD will likely ramp Gresham and try to take Intel out completely. At .13 and 80mm2 chips, AMD needs 20K wafers per week to supply the entire market, estimating 50 million CPUs per quarter, next year. If Intel is allowed 35% of the market and VIA takes 15% of the market AMD can get the job done with 10K .13 SOI wafers per week." wanna_bmw