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To: Tony Viola who wrote (147337)	11/10/2001 8:11:07 PM
From: Pravin Kamdar	Read Replies (4) \| Respond to of 186894

Tony, I don't think that AMD increasing capacity at a foundry (high performance capacity, at that) can be considered in any way a negative. Giving AMD a second source of 0.13u Thoroughbreds is a good thing. Seems to me that you are trying to put the lemonade back in the lemons. This could give AMD a step function in unit output and market share. I see why you may be concerned. AMD's virtual gorilla is gaining weight! Pravin

To: Tony Viola who wrote (147337)	11/10/2001 8:54:39 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

How come you guys always make lemonade out of a possible lemon, instead of looking at all possible explanations? They're toasting each other with another less palatable yellow liquid. Like you said, AMD keeps telling us Dresden isn't at 100% capacity and demand is weak, so why the outside source? An outside source can only suck up design resources, be slower and more expensive. So why is that preferable to filling out Dresden? This has to be looked at in terms of disaster recovery for AMD, nothing else makes sense. EP

To: Tony Viola who wrote (147337)	11/11/2001 8:43:59 AM
From: Bill Jackson	Read Replies (2) \| Respond to of 186894

Tony, It looks like AMD may be lining up extra production capacity just in case. Just in case they do indeed have teething problems in Dresden. Wise planning! Just in case they do not but need extra capacity for extra sales. Wise planning again. AMD does a lot of that these days. As a smaller company it does indeed lack the depth in fabs that Intel has, it also lacks the burden in fabs that Intel has. And, by the way, UMC is also 300mm too. As for lemons make lemonade, well, that will be nice next summer when the Intellabees may well be choking on sour grapes. Bill