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

To: wanna_bmw who wrote (59192)	10/18/2001 6:35:21 PM
From: AK2004	Read Replies (2) \| Respond to of 275872

bmw that is not not a news. I believe that amd wanted to convert fab 25 to flash a while back when they've decided not to build new flash fab to double the output each year. As far as "not smart", flash is expected to rebound sooner than cpu prices and demand. You don't kill your plans for future just because of the current downturn. Regards -Albert

To: wanna_bmw who wrote (59192)	10/18/2001 6:51:01 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Wanna_bmw, Re: Not very smart in a market where flash demand has declined so low (and a prime piece of AMD's current loss). Flash was still profitable in Q3, just have a look at JC's CC transcript (if it's already in there). In fact flash ASPs were up QoQ. Walid must be smarter than Jerry because he walked away from some low density deals and went for high density and higher margin deals thus increasing ASPs. If there's a flash upturn sometime next year, AMD will be glad to have all that high quality (0.18 micron!) extra capacity in FAB25. Andreas