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To: Dan3 who wrote (91298)	10/29/1999 12:58:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

AlibiDan - Re: "With the move to .18, AMD's 2 FABs are capable of making enough CPU die to equal the entire world market for CPUs. (2 FABS x 5,000 wafers/week x 52 weeks x 300 die/wafer = 156 million die per year. " You forgot already ! AMD will be converting some of Fab 25 to FLASH next year ! And at 50% yields, AMD will have to invoke daily MIRACLES ! Remember, AlibiDan - Fab 30 has been DELAYED for 6 months - and you can bet your sweet bippy it wasn't delayed because YIELDS WERE GOOD ! Paul

To: Dan3 who wrote (91298)	10/29/1999 1:58:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Dan, AMD's 2 .18 FABs and 2 smaller FABs are just the right number for this business. Intel's 4 .18 FABS and about 10 smaller ones are far too many. Somehow, I think that Intel will "pull it off." Any reason why the tables, between Intel and AMD, should be turned after 30 or so years? Like, I think Canada is about to grab the GNP world lead from the USA. Give us all a break. Tony

To: Dan3 who wrote (91298)	10/29/1999 2:37:00 PM
From: Joey Smith	Respond to of 186894

re:AMD's 2 .18 FABs and 2 smaller FABs are just the right number for this business That must explain why AMD is desparately seeking a partner to help pay the loans that will become due with Dresden!!! I haven't heard of any takers yet. Looks like AMD will once again have to offer a "sweatheart" deal. Dresden, and going to copper so early, is just one of many bonehead moves made by the great Sanders <ggg> joey

To: Dan3 who wrote (91298)	10/29/1999 3:29:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Dan, <With the move to .18, AMD's 2 FABs are capable of making enough CPU die to equal the entire world market for CPUs. (2 FABS x 5,000 wafers/week x 52 weeks x 300 die/wafer = 156 million die per year. If yields are 50%, that's still 78 million CPUs> Gee Dan, and I thought some people on the RMBS thread were scolding the Rambus advocates for using flawed arguments like this. 1) AMD's yields are typically 30%. 2) Show me how AMD can fit 300 dies on a wafer (i.e. what's the mix of processors?) 3) Ramping up volume sure doesn't happen overnight, and Intel already has a headstart with its four 0.18u fabs. 4) "If significant market share moves to AMD at the high end and VIA at the low end, Intel also loses chipset and motherboard sales." Yeah, and I guess this is a foregone conclusion, right? Give me a break. Dan, may I humbly ask you to come back down to reality here? Tenchusatsu