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To: Paul Engel who wrote (138711)	7/6/2001 12:54:29 AM
From: Yousef	Read Replies (1) \| Respond to of 186894

Paul, Re: "With Intel out-manufacturing AMD at every corner, AMD will be reporting NEGATIVE PROFITS - not ZERO profits." My understanding is that Hector Ruiz was the main driver at Motorolo for trying to outsource their wafer Fab with other foundries (CHRT, TSM, ...). As you can imagine, there was tremendous "political infighting". I wonder if he will try this at AMD as a way of cutting costs. If we start to see this ... Then this will be the beginning of the end of AMD. Make It So, Yousef

To: Paul Engel who wrote (138711)	7/6/2001 8:59:28 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: when AMD adds that next Fab - a 300 MM wafer fab - Intel will have been in production on their first 300 MM wafer fab for about 3 years Pervert Paul - AMD has been in production in its copper FAB for about 2 years and it didn't do much for the quarter. 300mm does absolutely nothing except, maybe, cut die cost by a few dollars (and if your wafer yield goes down even a little -vs. die yield, it doesn't even do that). Copper, even at .18, seems to have upped speeds by a bin or two, which can add $50 to a chip's selling price. 300mm is not particularly important - Intel going to .13 is very important, and so is going to copper. Dan

To: Paul Engel who wrote (138711)	7/6/2001 10:11:56 AM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Paul,<<<With Intel out-manufacturing AMD at every corner, AMD will be reporting NEGATIVE PROFITS - not ZERO profits.>>> Ashok Kumar on CNBC moments ago commenting on AMD: Desktop is commoditizing and show continued weakness where AMD lives and breathes with no footprint in the enterprise server market where there are signs of 2H recovery. Problems reported yesterday were specific to AMD where margins were collapsing. The market reaction to AMD is excessive. The market is probably not aware of AMD's historic MO where insiders are enriched at the expense of shareholders. Mary