Replies to post #9803 on 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

[smooth2o]

Whoa, YB,

Just b/c you throw a party, doesn't mean anyone will come.

If you have a dual uP chip with lots of cache, you better have a high demand market for that product b/c you'll have to charge a lot more money. I don't see it. Whereas the 3GHz parts are not particularly fast for business applications, they appear to offer a great cost incentive to upgrade (given profits, confidence, competitive situations, and productivity increases) and are fast enough to provide productivity increases. So, the formula is there.

Granted the server market may use a product like that, but not the desktop. The notebook? Definately not. However, the server market does not account for the fab increases we are seeing. I'm worried. Excess capacity is great and the right thing to build during the downturn. Very smart in my op. However, there's just so long that Intel can have this capacity on line without being able to use it. This does not bode well at the present time, even with great increases in demand through 2004.

What are they thinking? If more is good, then much more is great?

Smooth