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

To: j3pflynn who wrote (201787)	6/12/2006 11:20:05 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> FAb7 - high-yield cheap(just in time for price cut, as you noted) Fab36 - high performance, cutting edge process development. << But it is not like Fab 36 is running at full utilization, and they're sending the overflow to fab 7. That would have made sense a year ago, when fab 30 was at full util, and fab 36 was not opened yet. Besides, why would fab 7 products be cheap ? Chartered isn't in the business of spending $billions building facilities to give away their use for cheap. I've never seen a claim that fabless is cheaper than own fab. The reason for outsourcing fabrication is that a design house does not have the financial or technical capability to do own fabrication. Factors that do not apply to AMD.