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

To: wanna_bmw who wrote (59270)	10/19/2001 3:04:35 PM
From: combjelly	Read Replies (2) \| Respond to of 275872

"I think you are grossly overestimating how much they can actually make with the production that they plan to have." I don't know what the projected wafer starts are for those fabs are, do you? I know that Intel has some fabs with the capability of 7k-10k wafer starts per week, I suspect that the new fabs aren't going to be smaller. Yes, not all of those wafer starts will be for processors, that is why I estimated production to be at the rate of the Dresden fab. If you have better information, please share it. "They are producing as much as they can now, which accounts for 21% of the market, and that's with two fabs" You've forgotten two things. One, Dresden is not built out all the way yet. Two, as they ramp 0.13 micron, they'll still be producing at Austin, at least until the Morgans are phased out. That actually could be a while, it could be priced competively with Via's chips, and still be a viable product for Asia. "With defect rates, yield problems, research, boutique turns, and other failures, the amount of die that a fab can produce gets lowered significantly" Yep. Although there is no evidence of yield problems as of yet, it could happen. As far as SOI goes, it is a big unknown. Yeah, I know that AMD is claiming yields are great, but...