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To: Dave who wrote (156633)	1/23/2002 9:34:36 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

You, as well as I, should not equate Dan3 with AMD. At this point in time, it is unclear what the purpose of the "debt" offering is. It wasn't just Dan3. All over the net, AMDrhoids have been making a huge deal out of Intel's spending some of their cash for future fab capability. It is ironic that the first of the 2 companies to go for debt is non other than their favorite. Whatever it's for, who needs to take on debt unless you have to. Tony

To: Dave who wrote (156633)	1/23/2002 9:41:27 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Is it to pay the current portion of their LT Obligation? If so, then it is a non-event, since AMD will be "re-floating" a "simliar" amount of debt.... If AMD is refinancing at a lower interest rate then it is a plus for them. EP

To: Dave who wrote (156633)	1/24/2002 12:56:32 AM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Dave, At this point in time, it is unclear what the purpose of the "debt" offering is. Is it to pay the current portion of their LT Obligation? It doesn't sound as dramatic as: "Another desperate AMD move to generate revenue for capital expenditures?", but from Q4 financial statement, the current portion of LT debt is $331 million, and they are issuing $500 million. Issuing these new bonds will leave them exactly where they were at the end of 2000, regarding LT debt. Joe