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To: Dan3 who wrote (64909)12/4/2001 10:01:18 AM
From: fyodor_Respond to of 275872
 
Dan: Interesting that they still consider it necessary to source additional production from UMC.

As Mani pointed out, it would be foolish to put all ones eggs in the same basket&#133

Large OEMs would also be more willing to buy from AMD if their perception is of a good, safe and stable supply. UMC would likely help a great deal in that respect.

There's also the issue of 2003. Fab30 alone isn't going to be enough to even hold market share and a foundry would seem to be needed at least until 2005 or whenever AMD can get a new fab finished.

-fyo



To: Dan3 who wrote (64909)12/4/2001 4:01:58 PM
From: ptannerRead Replies (1) | Respond to of 275872
 
Dan3, re: [12M/qtr] and "And that jibes very well with AMD's announced expectation of 50 million parts out of Dresden next year"

12M/qtr after 0.13 conversion seems reasonable and matches AMD's stated potential of AMD's 50M/yr run-rate. However, IIRC AMD said they would be at 50M/year after the 0.13 conversion and this was not a goal for next year as the transition will be ongoing and not complete until the end of the year.

-PT


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