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To: Gary Ng who wrote (94532)12/23/1999 9:05:00 AM
From: John F. Dowd  Read Replies (1) | Respond to of 186894
 
Gary and Paul: Talked to a pretty knowledgeable guy yesterday who claims that AMD .18 fab is questionable. Is there anything to his assertion? JFD



To: Gary Ng who wrote (94532)12/23/1999 12:08:00 PM
From: Paul Engel  Respond to of 186894
 
Gary - Re: 'Intel is expecting Cumine to take over almost completely.
That sounds terrific"

Correct - and their transition to the lower cost FCPGA package will be an ADDITIVE cost reduction.

So Intel's costs will be dropping significantly during and after Q1/2000.

Paul


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