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To: Paul Engel who wrote (89704)	10/7/1999 1:44:00 PM
From: Process Boy	Read Replies (2) \| Respond to of 186894

Paul - <The large drop is discouraging, especially considering the $432 million gain from the sale of its Vantis unit last quarter has already been wiped out through plant and equipment purchases.> Yep. I think I hear a huge sucking sound coming out of Saxony. According to the speculative rumors, maybe Raza saw this coming?... PB

To: Paul Engel who wrote (89704)	10/7/1999 7:41:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Paul, Re: Some comments on AMD's "Cash Drain Problem". I like the following paragraphs from the article, just described what we are seeing here on SI and a number of well known CPU review sites. The balance sheet remains the most intriguing window into the future of the company. It is at this point that many semiconductor investors lose their analytical way, since it is all too easy to place greater weight on technological advances and how they will impact the income statement in future periods and ignore what is happening on the balance sheet. For long-term investors aiming to achieve a market-beating return, this mistake is akin to stockpicking suicide. AMD's ability to stay alive in the declining-price environment of microprocessors and make a serious run at entrenched gorilla Intel (Nasdaq: INTC) in the high-end of the market will ultimately boil down to expert capital allocation and asset management. Gary