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To: Elmer who wrote (126914)	2/8/2001 1:44:07 PM
From: andreas_wonisch	Respond to of 186894

Elmer, Re: If this is true that Siemens had problems with defective AMD Flash products, it's hard to imagine how only one customer received bad parts Since we have only Siemens' claims ("AMD shipped us defective parts and because of that we couldn't meet our sales goals") and don't know anything about the products or Siemens requirements, it's impossible to tell what consequences this had (or will have). But since this claim is already some months ago (I didn't post it at that time because I thought it was only an excuse for Siemens) I don't think that anything is wrong with AMD's flash. They made several new agreements since then. Andreas

To: Elmer who wrote (126914)	2/8/2001 1:46:28 PM
From: Paul Engel	Respond to of 186894

Elmer & Intel Investors - New Intel Colorado Flash Plant starts up next month ! Intel is putting in the capacity to meet these new Flash contracts with Cisco, Siemens, Nokia, Erricson, etc. And in RECORD TIME as well ! Check out the comment on "256 MegaBit densities" ! Paul {==============================} Intel prepares to start flash production in Colorado after delay By Mark LaPedus, Semiconductor Business News Feb 8, 2001 (9:00 AM) URL: siliconstrategies.com SAN FRANCISCO -- Intel Corp. today announced it will soon begin volume production of flash memories in a new 8-inch wafer fab in Colorado after initially delaying fabrication in the plant. The facility, located in Colorado Springs, was acquired by Intel from Rockwell International Corp., which decided to abandon the plant in 1998 while preparing to spin off Conexant Systems Inc. After buying the plant for flash production, Intel decided to delay its ramp, but now production will start up before the end of March, said a company official during the Banc of America Securities conference here today. "First output [in the fab] is this quarter," said Curt Nichols, general manager of the Flash Products Group at Intel. The start of production took "a little longer than we had hoped for," said Nicholas in a brief interview with SBN after his presentation. The plant, which is called Fab 23, will produce the company's range of flash devices--from 32- to 256-megabit densities--using 0.18-micron processes, he said. At the time of the plant's purchase, Intel said it planned to invest $1.1 billion in the facility (see Feb. 2, 2000, story). Today's announcement follows what has been a banner year for Intel and others in the flash memory business. "We've been sold out for two years," Nichols said. "We expect our bit growth to double this quarter." The company has secured several "long-term agreements'' with OEMs, including Cisco, Ericsson, and others. Today, Intel announced its latest alliance-Germany's Siemens AG, the world's fourth largest cell-phone maker, he added. The cellular-phone business represents a major chunk of Intel's flash-memory business. In the cellular-phone market itself, Intel projects that the market will grow from 400 million handsets in 2000, to a range of 500-to-550-million units in 2001. "We expect to see no less than 500 million in 2001," he said. "Roughly 12% of the world's population has a cell phone. We expect that to double in 2004."