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To: john w. toigo who wrote (31767)	10/7/1999 5:34:00 PM
From: TST	Respond to of 93625

Can't argue your point. Feel the same way. This delay really hurts. Still, I have confidence that sooner or later the problem will be fixed & we'll be on our way. Nobody is perfect, not even Intel or KZNerd.

To: john w. toigo who wrote (31767)	10/7/1999 6:29:00 PM
From: kash johal	Read Replies (2) \| Respond to of 93625

John, Re: FAB shutdowns. These wafer fabs cost billions and folks don't just SHUT them down. They have a tremendous fixed cost, so it is better for them to produce anything rather than just sit idly by. Secondly these fabs execute several hundred batch processess in a production line. Wafers start and approx 45-50 days later finished wafers come out. Think of it as a car production line. When it is unclear what the CAMINO/DRDRAM market situation was the fab folks stopped STARTING any further DRDRAM wafers. They CONTINUE making RDRAM wafers that were in the pipeline. All new wafer starts are SDRAM. Once the problem is resolved - there will be a bunch of DRDRAM in finished inventory. Once the green light comes on for RDRAM production it will be approx 60-90 days before new wafer starts show up as finished packaged tested RIMM modules. So yes it is a big pain in the butt for the fabs to be doing this - BUT it is not the end of the world. I look for a restart in nov 1 and these parts will roll off at middle of Q1. regards, Kash