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Technology Stocks : Intel Corporation (INTC)

INTC 40.51

-7.4%

3:59 PM EST

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To: Tenchusatsu who wrote (102716)	4/19/2000 9:33:00 PM
From: kash johal	Read Replies (1) of 186894

Tench, re: AMD cash position. AMD's cash position improved by $300M q2q. Also they selling a division this quarter. Assuming they do only as well as last quarter and sell the division for $300M or so that gives them around $1.5Bn in cash. Thats not a bad position at all since they have already funded the big dresden fab which will be adequate till end of 2001. They are in the best cash position they have ever been in. Flash fab will be funded directly out of FASL and customer prepayments such as cisco, samsung,alcatel etc. Because AMD invested INSANELY while many folks here laughed they have excess capacity for the foreseeable future. While Intels management twiddled its thumbs investing in its stock, and acquisitions/investments which are turning into busts such as Level1, web hosting etc. regards, Kash

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