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To: Tony Viola who wrote (145585)	10/18/2001 12:32:46 AM
From: Paul Engel	Respond to of 186894

Tony - Re: "Maybe this is a reason why the "first team" analysts don't call in but have a sub do it? Just a feeling from listening." My thoughts on second string analysts at the AMD Conference Call. Whenever AMD has decent or good quarter, the first line dweebs - Osha, Edelstone, Peck, Zlotnikov, etc. love to chirp in a "Congratulations - GREAT QUARTER, GUYS !!!" to begin the "questioning". Intel has had some truly outstanding quarters over the past 5 or 6 years and I'll bet not TWO of these first line assholes ever bothered to congratulate Intel's personnel on a conference call. So - in order to avoid having to "criticize" AMD on a truly screwed up quarter - the first line asshole analysts just don't bother to show up - and send in the B team. Paul

To: Tony Viola who wrote (145585)	10/18/2001 12:43:20 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Intel - Cost Cutting at Work - "The employees in Fab 7 will be shifted to Fab 11x in Rio Rancho. The Fab 11x plant is a 300-mm fab that is scheduled to move into production in 2002. " Intel to phase out flash fab in New Mexico By Semiconductor Business News Oct 17, 2001 (4:17 PM) URL: semibiznews.com SANTA CLARA, Calif. -- Intel Corp. here today officially announced plans to phase out an older flash-memory fab in New Mexico. The company will shift the flash-memory products from this fab to a plant in Israel. The company will shut down its so-called Fab 7 plant, a 6-inch, 0.35-micron wafer fab based in Rio Rancho. The plant will be "phased out by year's end," said Brian Harrison, vice president of Intel's Manufacturing and Technology Group, in a press briefing at the company's headquarters here. The company said the move will have no material impact on its flash-memory chip business. The Fab 7 plant is an aging fab that went into production back in 1980, it was noted. The product production in Fab 7 will be shifted to the company's Fab 8 plant in Jerusalem. That plant is a 6-inch fab design for 1-to-0.35-micron technologies. The employees in Fab 7 will be shifted to Fab 11x in Rio Rancho. The Fab 11x plant is a 300-mm fab that is scheduled to move into production in 2002.

To: Tony Viola who wrote (145585)	10/18/2001 1:06:13 AM
From: Eric K.	Respond to of 186894

Tony-- Re: Maybe this is a reason why the "first team" analysts don't call in but have a sub do it? Unless you think Sanders has somehow in the last year become more prone to embellish and exaggerate the good and downplay or deceive about the bad than he was in the three decades prior, you're being silly with this assertion. AMD has behaved the same way towards the analysts for at least the last four years that I've been closely following them, and probably has for the last few decades. The notion that somehow analysts just figured this out this quarter is rather bizarre. -Eric [edit: made obselete by McEngle]