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To: semiconeng who wrote (99007)	2/14/2000 6:07:00 PM
From: Process Boy	Respond to of 186894

semiconeng - <How about a second witness? I noticed, that the same poster was displayed in the OC2 (Ocotillo 2) lobby on the intel F12 campus. I seem to recall someone else saying that they lived in the Chandler Az area (PB?)> Nope. I live in Oregon. PB

To: semiconeng who wrote (99007)	2/14/2000 6:24:00 PM
From: Saturn V	Read Replies (2) \| Respond to of 186894

Hi SemiConEng, Like Elmer, I am also a skeptic about the information you posted.If one fab produce 1 million finished coppermines/wk (ie 52 million coppermines/yr) there will be a massive glut within a few months. Could the poster be referencing all the 0.18micron fabs producing 1 million per week ? That is consistent with Intel management guidance of >10 million coppermines in Q1. Or could it be refering to good die on wafers, ie excluding losses in package, assembly burn-in and test and assembly. Even then it seems high since I would not expect losses in these operations to exceed 15 percent. Or are we talking about including the 0.18micron Celeron ? I do not expect 0.18micron Celeron introduction for a few more quarters. Is Process Boy in a position to comment ? Thanks

To: semiconeng who wrote (99007)	2/14/2000 6:42:00 PM
From: Elmer	Respond to of 186894

Re: "How about a second witness? I noticed, that the same poster was displayed in the OC2 (Ocotillo 2) lobby on the intel F12 campus. " Please don't get me wrong semiconeng, I believe you that the poster is there and that's what it says. I just think it probably means total shipped to date (WW07) has now reached 1 million die. I really hope you are right and I am wrong but I think you might have misinterpreted it, that's all. I really want to be wrong on this one. EP