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To: Jim McMannis who wrote (99036)	2/14/2000 7:50:00 PM
From: Process Boy	Respond to of 186894

Jim - <Even with a 10% loss in final testing that's 900k. It's my undertanding there are 5 fabs producing coppermines (could be wrong) and if all 5 can do the same that's 4.5 million coppermines a week and 234 million coppermines a year...> Who in the hell said all five fab's P858 capacity was the same? You make a good point below... <Not even mentioning .25 Celerons and .25 Katmais...(maybe FAB is exclusively .18u?)> Fabs that were previously .25 are going to turn into .18 fabs at some point. I wonder what the point of no return was for F12? :-) I believe Semicon gave a good clue in his original post that may help you sort through this. Go back and look at it. <All I can say is "get a coppermine at a Celeron price"! And Intel is about to flood the CPU market...> I don't think all of the factors surrounding the implications of the "poster" are out there for public consumption. But increased Cumine output would be consistent with the numerous reports of supply issues easing lately. And as I've stated a few times, it looks like the products being announced at IDF this week all have pretty big die. I'm not worried about gluts quite yet. PB