SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Dan3 who wrote (152521)12/14/2001 1:19:13 PM
From: Paul Engel  Respond to of 186894
 
Ban Ban Blow It Out Your Wazoo Dan - Re: "Because they'll only be able to supply 30% of the market from Dresden after Austin is converted to flash - and they want 50%."

That's what happens when AMD's yields are only 27%.



To: Dan3 who wrote (152521)12/14/2001 1:20:58 PM
From: wanna_bmw  Read Replies (1) | Respond to of 186894
 
Dan, Re: "they'll only be able to supply 30% of the market from Dresden after Austin is converted to flash - and they want 50%"

Don't kid yourself - AMD wants 100% of everything. Given half the chance, that ego-maniac Sanders would make AMD 10x the Monopoly that Intel ever could be. Fortunately for Intel, though, AMD's yields at Fab30 are horrible and foundry services aren't likely to be any better (in fact, they may be worse).

:-)

wbmw