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

To: whortso who wrote (66258)	12/25/2001 3:44:18 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: Nowhere do we have a statement from Intel as to how many wafers a week they are capable of making Which is why I went by sq. ft. as a capacity measure, and didn't try to estimate wafer anything. Intel produces more flash memories than AMD AMD doesn't produce any flash, AMD is half owner (with Fujitsu) of a company called FASL that produces flash - AMD and Fujitsu sell the output of the two FASL FABs. I clearly listed those two FABs. Between them, AMD and Fujitsu outsell Intel. you are leaving out the 10s of millions of chip sets Intel manufactures and the millions of strong arm chips There is (or should be) enough excess space in the "flash" FABs alone to cover the Strong ARM chips (they are small) and high end network chips. Look at how much flash FASL produces from its two FABs. Chipsets are generally produced at older FABs because they have a high pincount to silicon ratio, resulting in a minimum silicon size. Considering that VIA, SiS, and Ali also produce chipsets for Intel CPUs, the fact that 1/2 of Intel's non-flash FABs are available for chipsets is probably enough to cover their needs. Don't forget that, while AMD sold its analog com and programmable logic units, it continues to FAB those parts for Vantis and Legerity. AMD also continues to FAB and sell embedded CPUs and networking chips. you've been accused of making "wild guesses" in the past I predicted that Rambus would get creamed by DDR, and that sticking with Rambus would hurt Intel quite a bit. I predicted that copper would help AMD on .18. I predicted that SOI would be necessary for Intel, when they were claiming it was technology they'd never need or use. I predicted that a price war would make Q4 2000/ Q1 2001 bad for both Intel and AMD back when everyone was predicting super quarters for both companies.

To: whortso who wrote (66258)	12/25/2001 3:47:16 PM
From: whortso	Read Replies (1) \| Respond to of 275872

For Dan3 I dug up this Intel link describing their manufacturing facilities. I count 13 fabs, not the 20 Dan3 says. intel.com I count 7 pure logic fabs, 2 pure flash fabs and 4 combination fabs. Of the logic fabs, 1 seems to be running a non-intel process(f17), leaving 6 for intel products. This is probably where the strong arms are coming from. Of the flash fabs, 1 seems to be too small to be of consequence using 150mm wafers and headed for shutdown(f7). That means only 1 fab(f23) is dedicated purely to flash. Not much for the worlds largest producer. The combination fabs most likely are heavily weighted to flash but that's a guess. Of the combination fabs, D2 is known to be a small development fab, another (f8) is running very old processes on 150mm wafers. That leaves 2 combinational fabs of significance, f11&f15 and they are probably heavily dedicated to flash. Please guys, try not to exaggerate so much. The Whort