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

To: dougSF30 who wrote (161442)	6/14/2005 6:13:10 PM
From: TimF	Read Replies (2) \| Respond to of 275872

Fab30 will not be producing mainstream CPUs by 2008. It will ramp down to nothing during 2007. I know that a lot of the money that went in to FAB 30 is on equipment that will be obsolete by 2007 but you would think something would be salvageable from the FAB. Ramping it down to nothing doesn't seem cost effective. You would think that it could at least produce Semperons, or maybe AMD could start making chipsets, or Alchemy and/or Geode chips could be built in fab 30, or they could find something to do with it. (In the past it might have been converted to flash production, but with the spinoff that seems unlikely.) FAB 30 will not be all that old in 2007 even if it won't be state of the art. Tim