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To: Paul Engel who wrote (150430)11/29/2001 6:34:29 PM
From: wanna_bmw  Read Replies (1) | Respond to of 186894
 
Paul, Re: [From Dan3]"Meanwhile AMD now has the Gresham FAB - designed for 300mm, copper, and sub .13 - to back up Dresden if it needs it. AMD could be producing 25 million 64 bit hammers per quarter by early 2003. Intel could find itself relegated to less than 50% of the CPU market as early as then."

Dan3's psychic powers are astounding. Maybe we should call him Miss Cleo. ;-)

cnn.com

wbmw



To: Paul Engel who wrote (150430)11/30/2001 8:39:55 AM
From: Dan3  Read Replies (2) | Respond to of 186894
 
Re: Meanwhile AMD now has the Gresham FAB - designed for 300mm, copper, and sub .13 - to back up Dresden if it needs it.

AMD has been spending on the order of $200 million per quarter on Gresham recently. With flash down, a new partnership with UMC to provide additional capacity, and FAB 25 being targeted to provide additional flash, the Gresham investment is looking like one that AMD doesn't really need, and certainly cannot afford.


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