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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (28320)	2/5/1998 4:41:00 AM
From: greg nus	Read Replies (1) \| Respond to of 1572145

Paul why do you think AMd is running out of money. buying equipment

To: Paul Engel who wrote (28320)	2/6/1998 9:39:00 PM
From: FJB	Respond to of 1572145

Paul, RE: stepper costs and quantity I-line systems are about 35% to 40% cheaper than DUV, so the cost per fab is not quite as high as you are estimating. It sure ain't cheap though. Bob

To: Paul Engel who wrote (28320)	2/8/1998 7:11:00 PM
From: Petz	Read Replies (2) \| Respond to of 1572145

Paul, RE: <You are talking about $189 million to $216 million in INTIAL machine costs PER FAB!. Five of these would run a BILLION dollars! How much does Intel make per year?? A billion investment is peanuts for this amount of return. As someone said recently, its a no-brainer someone will buy AMD if their stock gets much lower. Also, a single 6000 wafer fab is enough: 6000 wafers/week * 350 candidate_CPU/wafer * 52 weeks * 60% mature_process_yield = 65 MILLION CPU's or 65% of the world market. (350 candidate CPU's based on K6-3D design with 81mm^2 die size) AMD is a diamond ready to be snatched. Petz