Re: AMD to build 3rth factury in Dresden Germany



David Kanter wrote:
Today, that may or may not be true, it's hard to tell b/c their
financial situation is a bit better. However, I think the improvement
is really in their income/revenue. They still have a lot of debt
floating out there...

It just indicates that they're expecting big demand for their products, therefore they are building out their capacity. It might be three plants in Germany pretty soon. One cooperative customer relationship in Singapore (AMD supplied Chartered with their APM manufacturing technology). And one long-term partnership in India for two plants, a small one and a large one.


Germany and the US are safe...many other options would be too expensive
or too risky.
I suspect that their 2nd build stretched the EU's tolerance as far as it
can go on "incentives" - Intel has had similar issues in IE and did not get
desired benefits the last time. Even the West Germans are getting sick of
the East German lame duck.

That's another reason I was surprised. I would have expected them to
try and get discounts out of another country...it seems like Germany
would be somwhat less generous this time around.

Seems AMD and Germans get along nicely. The only worry would've been the EU, which is clamping down on member states' subsidy policies. Looks like in this case, the EU is giving it the go-ahead.

Yousuf Khan
.



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