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

To: Mani1 who wrote (58823)	5/19/1999 5:49:00 PM
From: Charles R	Respond to of 1573691

Mani, IMHO, just about the only way it makes sense is without the fab. It is too much of a cash drain, risk and loss of focus to take on the fab. And, I do not believe the SPOR fab is state of the art. It was a big step for National but from what I can tell is seriously behind the power curve and one of the reasons for Halla backing out. Message 9357802 Chuck

To: Mani1 who wrote (58823)	5/19/1999 6:00:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1573691

Mani, Re: "I am not sure that AMD can afford upgrading/building two fabs at once since they are already losing large amount of money. I am also not sure that demand is there for big increase in production. Again, growth must be managed to be "good"." As far as upgrading the fab-they only have to pay for the equipment as the fab have never been fully facilitized. If they can get a "customer" to pony up $500M to fill the fab etc then you have a super win/win deal. Frankly AMD can sell 20M chips/qtr if they were all 600Mhz and greater. Seriously it's all to do with the Mhz. If they can only yield 400-500Mhz speeds with 0.18 then I agree they should forget it. If the K7 can really run at 600-800Mhz with 0.18 then they should go for it. Remember the K7 die size in 0.18 is smaller than the current K3's. And the marginal manufacturing cost will be <$100. Best regards, Kash