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To: AK2004 who wrote (128650)	3/1/2001 2:49:53 PM
From: Gary Ng	Read Replies (2) \| Respond to of 186894

Albert, Re: AMD is doing better than a year ago and substantially better than 2 or 3 years ago. Amd is gaining market share with excellent product line and roadmap and got enough capital to do buybacks as well One of the reasons it is better than 2 or 3 years ago is the flash business which is running out of steam. And I keep on hearing people said it is gaining market share but the total unit shipment number does not support that. Lastly, I don't think it is wise for a technology company to use its capital to buy back stocks. gary

To: AK2004 who wrote (128650)	3/1/2001 3:26:54 PM
From: John Hull	Read Replies (1) \| Respond to of 186894

Albert, re:AMD"got enough capital to do buybacks as well." That was only an authorization to do so at discretion of management, not a commitment. ~$1.2B in cash and ~$1.1B in debt - should they use cash to buyback stock? Where does the next factory or factory upgrade come from?....Massive on-going free cash flow in the current easy-going business environment? jh