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To: Robert Douglas who wrote (167910)7/10/2002 4:03:51 PM
From: Yousef  Respond to of 186894
 
Robert,

Re: "If AMD doesn't own the 300mm capacity, they will end up paying a premium
to use the available capacity."

This will be very true if the economy (world) "turns around". It
takes about 18-24 months to build and outfit a new Fab. There are some
being built now (TSMC/UMC/CHRT) ... Mostly in Taiwan and Singapore.

Make It So,
Yousef