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Post# of 97764
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smoothh20

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smoothh20

Re: jhalada post# 2929

Thursday, 04/24/2003 10:06:22 PM

Thursday, April 24, 2003 10:06:22 PM

Post# of 97764
Joe: Obvoiusly AMD will use Dresden before outside foundry. But AMD can sell more than Dresden can make, IBM foundry deal would be a way to increase production. It'ssomething very hypothetical, since it has been probably 3 years since the last time AMD was capacity constrained.

Right. If Opteron really takes off, and becomes supply constrained, IBM would be a great source. To me, there are many factors besides capacity that would drive demand.

Smooth
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