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

To: wanna_bmw who wrote (62113)	11/5/2001 1:13:41 AM
From: Dan3	Respond to of 275872

Re: Dresden fab might be able to supply 20% of the world's CPUs by itself Ha! You wish! Dresden is good for 30% to 35% of world capacity next year, and AMD and Motorola share a process which means they could probably run another 5% to 10% at a Motorola plant - taking the total up to 35% to 45%. If AMD were to be popular enough next year that capacity were an issue, then there'd certainly be demand for Durons - which could then be supplied from Austin for another 10% to 15%. So AMD is set to supply 45% to 60% of total CPU demand next year if the opportunity were to present itself. But a more likely number is 25% to 35%.

To: wanna_bmw who wrote (62113)	11/5/2001 8:13:34 AM
From: combjelly	Read Replies (1) \| Respond to of 275872

"I don't doubt that AMD will eventually move down to 45nm gate lengths (a feature of .09u manufacturing), but this will take a lot of fine tuning of those new 193nm lithography tools, which are still not ready for volume manufacturing, and won't be for some time." Well, they replaced the lenses a while back, I suspect they hae done the fine tuning for those. As far as the 193mm tools, they have also been in place for a while. How do you know they aren't ready for volume manufacturing? As far as their volume manufacturing, they have a lot of options. Fab25 can produce Morgans for a while, they have Fab30, and they could potentially use IBM as a contract manufacturer for SOI. Under the old agreement, AMD could do up to 20% of their entire volume that way, I don't know what the terms of the new agreement is, but 20% would still be a couple of million units a quarter.