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kpf

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kpf

Re: Andy Grave post# 53125

Monday, 11/19/2007 9:18:06 PM

Monday, November 19, 2007 9:18:06 PM

Post# of 151685
it is debatable if additional market share is worth pursuing since it will come at the considerable cost of equipping and ramping the second 300mm fab.

If AMD cannot tool a second fab it will need to manufacture, develop and migrate in Fab36 - and certainly lose marketshare. One fab is only good for 20% mss if it can be fully utilized for volume manufacturing going forward.

K.

Facts are irrelevant to the emotional brain

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