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To: Paul Engel who wrote (88589)	9/21/1999 7:58:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 186894

Paul, So by the time they get Dresden flash capable they would be another flash glut....maybe. This glut looks like it will endure for many years as fab space is tight and equipment is 2 year lead from now. I am not sure of the geometry, but I would expect flash to need a .18/.13 process for the max size parts in demand now, so older equipment from the surplus market cannot be used, save for Vaccum pumps and other bulk items. Some analysts have intimated AMD will make 400M this year from flash, that must be their share from Japan. Bill