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

To: Paul Engel who wrote (59785)	10/23/2001 3:47:35 PM
From: combjelly	Respond to of 275872

"Intel brought Flash manufacturing back in house - to keep ALL of the MARGINS." Different arrangement. FASL is run breakeven, not as a foundry. This way, AMD gets the unit cost of producing themselves, and doesn't take the risk, or have to front the costs, of a fab. But you probably knew that. "But AMD has to share their margins." Nope. "Even now, AMD is trying to play catch-up and convert their MegaFab 25 to Flash. " Not really. They have produced flash, off and on, at Fab25. After they phase out Morgan, it will be more on than off.