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To: Dan3 who wrote (115783)	11/3/2000 2:46:19 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Lewinsky-Dan - Re: 'Gee...how many 0.13 micron fabs will AMD have to go up against Intel? 1 for CPUs next year when Intel has none - ' Another blow hard answer !! Well - YOU ARE WRONG -- AGAIN !!! Intel already has a dedicated 0.13 micron/Copper fab - and as they indicated yesterday, a functional 0.13 micron version of the Pentium III - which may have a few improvements to the older Coppermine core. How's that AMD 760 chip set doing, Monica? AMD figured out what is wrong with it yet? Paul

To: Dan3 who wrote (115783)	11/3/2000 9:23:34 AM
From: Elmer	Respond to of 186894

Re: "1 for CPUs next year when Intel has none - which is enough to supply about a third of the market. How many of Intel's 8 will exist and how many will be producing mostly .13 or better before 2004 when AMD has 2 additional .13 FABs?" Intel will be producing .13u material next year, will have at least 8 .13u (or smaller) fabs by 2004, most larger than AMD's, several at 12 inches and by your count AMD will have 3. Did I miss something? AMD has 2 .18u fabs now that produce surprisingly low volume for their size. When did they announce a new fab? EP