Advanced Micro Devices Inc (AMD)

[RGood]

You..bank..,

Its gotta be better than - not owning the fab at all.
INTC will make more money per chip than AMD. INTC's asp
will be higher and INTC won't have to pay IBM or anybody
else a percentage for fabrication costs.

Elmerphud did a wonderful job of explaining ISO and RISO
theory. But I will not waste time rehashing yeild theory.

It does make sense to go to 300mm. He who starts first
will pay it off first and make more money first. This is
what one generation ahead is - welat large part of it!


Ronster