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To: semiconeng who wrote (132808)	4/18/2001 11:43:32 AM
From: fingolfen	Read Replies (1) \| Respond to of 186894

I don't think the 300mm Fab ramp will be as quick as you think. Intel just announced that the Oregon Development Fab D1C just got 0.13u yielding on 300mm. Fab22 in Arizona is going to start up on 200mm, not 300mm. Additionally, most 200mm equipment is not 300mm compatible, which would require intel to remove the current equipment, and replace it. You would know better than I, but I thought that Intel had indicated they were building a second 300mm fab in New Mexico (and a third in Ireland, but that has been pushed out until the 0.10 micron technology). F22 in Az I thought was ALWAYS just going to be 200mm 0.13... Fingolfen

To: semiconeng who wrote (132808)	4/18/2001 3:50:52 PM
From: andy kelly	Read Replies (1) \| Respond to of 186894

Hi Semi Re: the 300mm Fab question I am using the same timetable that you are, I think. D1C in Q1 of '02, F11X in Q3 of '02 and F24 in Q2-3 of '03. That will be 3 fabs. Has AMD announced any yet? I haven't seen any press releases. I'm guessing they will announce one in '02 and start ramping in '04. Does that not sound right to you? Nice day today, and a big thank you to all Intel employees for the way they managed to earn a billion dollars during one of the worst quarters for the industry in a very long time. I was surprised that no analysts said "nice quarter" during the CC, since it was richly deserved IMHO. andy No, I was not really surprised.