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To: muzosi who wrote (64614)11/29/2001 3:35:58 PM
From: Joe NYCRespond to of 275872
 
muzosi,

that much is explained at the last paragraph but still why did amd back out from getting more flash fab ? doesn't look good imo.

There is a huge oversupply of flash. I think a new fab (JV3?) was put into production just recently. It will take a while until FASL operates at or near capacity. In addition to existing flash fabs, AMD still has Austin, which is converting to flash to satisfy some of the demand.

Joe



To: muzosi who wrote (64614)11/29/2001 4:45:25 PM
From: hmalyRespond to of 275872
 
Muzosi RE..that much is explained at the last paragraph but still why did amd back out from getting more flash fab ? doesn't look good imo. <<<<<<<

I think it will be good for both. There is too much flash on the market right now; so closing this plant should help reduce the glut; which in turn should help bring back profitability.


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