Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: chuckles58 who wrote (59189)	10/18/2001 6:18:31 PM
From: wanna_bmw	Read Replies (3) \| Respond to of 275872

CB, Re: "AMD stopped talking about building a Fab 35, and are planning on converting Fab 25 to flash, leaving Fab 30 alone to produce CPU's." Was this from the Q3 CC? I missed it, so I haven't heard. If this is true, it's very interesting, and obviously changes my previous opinion. In this case, smaller CPU dies will allow AMD to remain at their current market share with just one fab, and probably make it even easier for them to implement brand new manufacturing technologies. Though one thing that doesn't fit: what about the Gresham fab? Does AMD want both Gresham and Fab 25 to be flash? Not very smart in a market where flash demand has declined so low (and a prime piece of AMD's current loss). wanna_bmw

To: chuckles58 who wrote (59189)	10/18/2001 6:45:30 PM
From: andreas_wonisch	Respond to of 275872

CB, Re: think putting the whole company's future on the line with Hammer may be agressive, just like they did with the Athlon. But it may be necessary to remain competitive with a company of Intel's size. What I don't understand is that AMD still tries to break into the server market. With only tens of thousand Athlon MPs shipped last quarter revenues in this area are negligible right now. But AMD had to spend considerable money and time to make a dual processing chipset for the Athlon MP. Is there a chance that at some time a large OEM will carry an Athlon MP line with it? Maybe. But I doubt it. It's IMO a waste of time (and money!) to try to break into the server segment. AMD's priority should be to sell mobile and desktop PCs -- both for home and business use. Why compete in every segment with Intel? With limited resources available I think AMD should concentrate on those areas they have good chances to see solid revenue and growth and try to break into the business desktop market at all costs. A few hundred millions server sales are just not worth the effort. Having said that I still think Hammer is a very good architecture. But unless it's really easy and cost-effective to implement multi CPU systems with it (which I doubt; Powerpoint foils and the real implementation are two different ares) AMD should primarily concentrate on the laptop and desktop segment IMO. Andreas