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

To: Petz who wrote (64618)	11/29/2001 4:10:17 PM
From: Joe NYC	Respond to of 275872

Petz, I believe Gresham fab was owned solely by Fujitsu. Joe

To: Petz who wrote (64618)	11/29/2001 4:12:45 PM
From: Pravin Kamdar	Respond to of 275872

John, I don't know the answers to your questions. I Joe summed it up nicely. Pravin

To: Petz who wrote (64618)	11/29/2001 4:41:19 PM
From: Joe NYC	Respond to of 275872

Petz, On Gresham fab, I wonder how much is the shell of the fab worth, and if the way it was built lends itself for it to become AMD's Fab 35. Joe

To: Petz who wrote (64618)	11/29/2001 4:51:43 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

Gresham Fab is 100% owned by Fujitsu. M.

To: Petz who wrote (64618)	11/29/2001 4:53:09 PM
From: hmaly	Respond to of 275872

John Re...Now, actually, isn't the plant owned by the joint venture? Or do both AMD and Fujitsu own the fabs that are used in flash production and just "sell" the output to the joint venture, which sells them to customers?<<<<<<<<< AFAIK AMD provided the engineering and Fujitsu provided the manufacturing. Like Via designing, and USMC manufacturing chips. Both must have submitted bills for their share of costs, and Fujitsu and AMD split the profits. Amd has been getting more aggressive lately, producing or starting to produce flash by themselves. So maybe Fujitsu's lack of cash was holding AMD back.