tag:blogger.com,1999:blog-2602471396566186819.post7057177426614094731..comments2023-10-26T15:06:30.940+00:00Comments on AIMeD Corporation: AMD Too Broke To ExpandRoborat, Ph.Dhttp://www.blogger.com/profile/04845879517177508741noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-2602471396566186819.post-40672608926490981702007-06-22T19:47:00.000+00:002007-06-22T19:47:00.000+00:00Intel cut off AMDs legs and arms.And since AMD doe...Intel cut off AMDs legs and arms.<BR/>And since AMD does not have any brains left, theres nothing they can do anymore.<BR/><BR/>The war is over.Yconhttps://www.blogger.com/profile/04789168058428532464noreply@blogger.comtag:blogger.com,1999:blog-2602471396566186819.post-7354789707774290222007-06-21T23:05:00.000+00:002007-06-21T23:05:00.000+00:00its called "hinting". you make statements that wou...its called "hinting". you make statements that would indirectly make the seller realize that you don't have the money to complete the transaction. you do this so it won't be difficult later on when you tell them you're backing out.<BR/><BR/>how can they be looking for a partner for a new Fab when they can't even upgrade fab30.Roborat, Ph.Dhttps://www.blogger.com/profile/04845879517177508741noreply@blogger.comtag:blogger.com,1999:blog-2602471396566186819.post-29465732661015044662007-06-21T22:04:00.000+00:002007-06-21T22:04:00.000+00:00The real question should be if they are splitting ...The real question should be if they are splitting this out at less than 50% for themselves - at what point do they realize it is not worth the expenditure (even with the subsidy). They still need other infrastructure, added costs of having fabs at 2 different locations, additional mgmt, overhead, loss of capacity due to the sharing arrangement (or do they think they can split the fab capacity so perfectly that there are no inefficiencies introduced?)<BR/><BR/>At what point does AMD management wake up and do an ROI of building this vs additional outsourcing or doing a small annex on Dresden where all of their infrastructure and expertise ALREADY exists.<BR/><BR/>Is it really worth it to for half a fab (or potentially less) of production? Unless you are COMPLETELY sharing process technology, there would be huge inefficiencies as you would potentially have separate tooling between partners. (This is hugely inefficient for folks familiar with capacity planning as you have a lot of "0.5" tools).Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2602471396566186819.post-74652682881017190092007-06-21T12:56:00.000+00:002007-06-21T12:56:00.000+00:00this is what happens when a processor company sell...this is what happens when a processor company sells power point presentations instead of processors.......Ahmar Abbasihttps://www.blogger.com/profile/07264545041674636275noreply@blogger.comtag:blogger.com,1999:blog-2602471396566186819.post-32480582614671696742007-06-21T07:42:00.000+00:002007-06-21T07:42:00.000+00:00AMD is finished, almost out of cash. They will be ...AMD is finished, almost out of cash. They will be out of market share and will be BK by Q2'08.Randy Allenhttps://www.blogger.com/profile/00148820652706612341noreply@blogger.com