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To: Mary Cluney who wrote (111212)	9/25/2000 3:29:39 PM
From: AK2004	Respond to of 186894

Mary re: when you imply that AMD's balance sheet looks good and actually looks better than Intel's that would very much depend on when and how you are using the balance sheet. Try to look at a hare value as risk adjusted present value of earnings (or distributable earnings if you prefer) per share minus the market value of debt. Try to look at it this way and you'll see what I mean...... Be that it may, as far as capacity is concerned - when Dresden is at 100% - and AMD is sold out, what percentage will AMD provide global demand? and, how long will it take AMD to put new fab online? The answer is ~50% of global demand and do not forget that via and transmeta are entering the game too. If I recall it correctly the due date is somewhere in '02. It is not a secret though that amd is negotiating with tsmc for extra capacity Regards -Albert ps those chips would be sold at the expense of intel

To: Mary Cluney who wrote (111212)	9/25/2000 3:43:53 PM
From: Ali Chen	Read Replies (1) \| Respond to of 186894

Mary, <..I am troubled by your [Albert} credibility.> LOL! Mary, your questioning of Albert's credibility in risk and asset management matters is the best joke I've recently heard. Thanks.

To: Mary Cluney who wrote (111212)	9/29/2000 11:47:07 PM
From: Joe NYC	Respond to of 186894

Mary, Be that it may, as far as capacity is concerned - when Dresden is at 100% - and AMD is sold out, what percentage will AMD provide global demand? It may be over 30%. But you need to ask a different question. Percentage is less important that the market segment. AMD used to capture bottom 15%. But profit only exists in the top 50% to 75% of the market. What has been behind AMD's turnaround is not a gain in the market share. It was AMD's move of some of it's business from non-profit part of the market to the profitable one. Joe