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To: wanna_bmw who wrote (150382)11/29/2001 3:22:34 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
RE:"Ouch. That can't be good for FASL (or AMD)."

I think is good for AMD longer term if they don't enter into a partnership with Fujitsu. Now they can pick up the whole plant themselves if they wish.

Short term though, I see your point.

Jim



To: wanna_bmw who wrote (150382)11/29/2001 4:09:41 PM
From: SisterMaryElephant  Read Replies (2) | Respond to of 186894
 
wanna_bmw,

<Re: "Fujitsu closes Gresham, OR plant"
Ouch. That can't be good for FASL (or AMD)>

Is this a sign of a strained partnership? Makes me wonder after the infamous, "We are good at using other people's money" statement from Jerry. IMO, that has to be one of the most disastrous things any CEO can publicly say. Although he did not mean it that way, all sorts of negative connotations come to mind when I hear that quote. I think finding, as well as maintaining partners, may have gotten a little bit harder for AMD after that statement.

SK



To: wanna_bmw who wrote (150382)11/29/2001 7:32:55 PM
From: milo_morai  Read Replies (3) | Respond to of 186894
 
<font color=blue>Availability : Samples from November 15, 2001
Volume production starting March 2002
Sales target : One million units/month

[Specifications]

Process : 0.17 micron CMOS
Cell design : Two-layer polysilicon, NOR-type memory cell
Output : 8M x 16-bit / 4M x 32-bit (128-Mbit)

The new product will be manufactured at the JV3 facility at Fujitsu-AMD Semiconductor Ltd., a joint venture between Fujitsu and AMD, located in Aizu-Wakamatsu, Japan. This facility began producing 64-Mbit dual operation flash earlier this month.

Full Story
pr.fujitsu.com

It doesn't affect AMD. Don't forget Fab 25 will have flash output next year.

M.