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

To: combjelly who wrote (59783)	10/23/2001 3:42:58 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "Too bad Intel couldn't convince another company to do the same." They did - Sharp - which they used for about 4 or 5 years. Intel brought Flash manufacturing back in house - to keep ALL of the MARGINS. But AMD has to share their margins. Even now, AMD is trying to play catch-up and convert their MegaFab 25 to Flash.

To: combjelly who wrote (59783)	10/23/2001 3:45:37 PM
From: milo_morai	Respond to of 275872

Makes you wonder why INTC is moving employee's away from FAB 15 is flash is so hot. M>

To: combjelly who wrote (59783)	10/23/2001 3:46:14 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Comb, >Absolutely! Fujitsu pays for the fabs, and AMD gets to buy them from FASL for cost of manufacturing. Too bad Intel couldn't convince another company to do the same. But who would want to do that with a commodity, low margin product like Intel produces? Have you ever dealt with a Japanese company in a joint venture with high tech products? I have, know a few others that have, and I've always heard the same thing: if you can possibly go it alone, you're far, far better off. Speaking of Fujitsu... Tony