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

To: Petz who wrote (81396)	6/3/2002 1:09:31 AM
From: Yousef	Read Replies (1) \| Respond to of 275872

John, Re: "The conversion of Fab 25 to 100% flash was never envisioned when the 30% market share goal was announced." It looks like since AMD was unsuccessful at reaching the 30% goal, that MegaFlab 25 had to be converted to FLASH to reduce costs. It was that ... or ... shut the whole thing down. Make It So, Yousef

To: Petz who wrote (81396)	6/3/2002 11:15:43 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Petz, Re: "On what basis do you claim that AMD could not produce for 30% market share? In Q4 there will be NOTHING coming out of Fab 25 and NOTHING coming from foundries; do you think AMD's market share will be less than 15%?" We can talk about Q4 if you want, but the claim was made last December by someone who thought AMD would have 30% MSS by now. So are you saying that if AMD were "on schedule", they would have Fab25 and UMC producing >15% of the market by now, and that Fab30 would supply the other 15%? Just want to clarify how you see AMD producing 30% of CPU demand right now. wbmw