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To: greg s who wrote (149180)11/22/2001 2:11:57 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Greg - Re: "I would vote higher. In my experience with a few programs, die costs are almost always marginally higher at a foundry, compared to an internal fully loaded fab with decent yields on a comparable process."

Yep.

And the good foundries get their money UP FRONT - before they ship the wafers back to AMD - via direct payment or guaranteed letters of credit.

So AMD may show a new negative cash flow on foundry operations.

Paul



To: greg s who wrote (149180)11/22/2001 10:43:03 PM
From: Dan3  Respond to of 186894
 
Re: , I am assuming the AMD folks are correct in their assertions that AMD's fabs are fully loaded

Dresden is claimed to be fully loaded, but is more than 2 quarters away from full build out.

It's been a long time since anyone implied Austin was fully loaded. I would guess they are running 3000 to 3500 WPW at Dresden and 2000 to 2500 at Austin.


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