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


To: DRBES who wrote (202862)6/21/2006 11:44:09 AM
From: PetzRead Replies (1) | Respond to of 275872
 
TheStreet.com on AMD's plans for NY: Building an entirely new fab for more capacity would seem not only superfluous, but also incredibly risky, given the high costs involved, the fears of an industrywide chip glut and the increasingly fierce competition in the microprocessor market.

...Later on, the ATI angle --
Jelinek points to another rumor as having some bearing. Were AMD to acquire graphics chipmaker ATI Technologies (ATYT:Nasdaq - commentary - research - Cramer's Take), as one Wall Street analyst predicted last month, an additional fabrication facility would not be so excessive.

"You can put a scenario together that says with additional mergers and acquisitions at AMD, then potentially, it would be a situation where they would be able to fill that [fab capacity] relatively quickly," says Jelinek.


All this from "AMD Gets in a New York State of Mind, By Alexei Oreskovic"
thestreet.com

Petz