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To: Elmer who wrote (147359)11/11/2001 12:46:14 AM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Elmer - No AMDroid ever questioned the "restatement" of AMD's Fab 30 wafer capacity.

For 5 years, AMD has tooted their horn that Fab 30 had a 6,000 wafer starts/week .

AMD's own Web Site contains the same information !!!

amd.com

Dresden, Germany
Fab 30 8 inch 0.18 micron Class T100 6,000 Wafers/Week 90,000 sq. ft. Clean Room

So...the question that Every AMDroid has NOT ADDRESSED is - Why has Fab 30's capacity suddenly DROPPED to 5000 wafer starts/week from 6,000 wafer starts/week?

Early in the year, the Droids were butt-slapping themselves silly when AMD reported they were actually EXPANDING Fab 30 - with the additon of an upper story - or something to that effect.

So - AMD expands FAB 30 - and capacity GOES DOWN !!!

Why didn't the AMD-loving Osha Joe from Merrill pick up on this - after all, he IS GETTING PAID to analyze AMD - and he WAS PERSONALLY sucking up to Jerry at the analyst conference last week !

Something doesn't compute at AMD - and the AMDroids have turned OFF their computers !

Paul



To: Elmer who wrote (147359)11/11/2001 7:30:37 AM
From: Road Walker  Respond to of 186894
 
Elmer,

re: Therefore the uncoupling of design and process does not allow you to optimize performance. So why would AMD go outside unless:

Why bother with performance when you have a model hurtz scheme that is discretionary? Jerry saw the writing on the wall, realized he would lose performance war. So he is abandoning the performance by going fabless, and he's going to compete on marketing last generation chips at cheap prices.

John