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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (13144)	4/12/2000 10:23:00 PM
From: Justa Werkenstiff	Read Replies (1) of 15132

AMD CC Note: "A: Flash, we need to increase capacity. Expect to have a decision by end of Q2 about building a third Megafab at Isu Wakamatsu (?) as part of a joint venture with Fujitsu. Would start out with 8" wafers but would be 12" capable. Opportunity to double our bits reflects increasing capacity. Even with that, we're probably losing market share. Business is explosive. Expected more than 400 million cell phones built in the current year. Demand for bits is growing much faster than unit phone growth. Spending on capital for expansion for Flash in our joint venture approximately the same as Intel's announced spending [for Flash]. -- Q: Does the $800 million cap ex include the cap ex of the joint venture? -- A: No. -- Q: Is the joint venture self funding? -- A: Yes." PC Growth: "A: We see the PC market as strong and getting stronger. Seeing up unit demand for Q2. Intel seems to be having some difficulty supplying demand at the high end, so we don't think that price is an issue, actually." jc-news.com

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