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To: burn2learn who wrote (162122)	3/13/2002 11:10:18 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

B2L - re: "Each one of these is a huge work-load, they can’t be structured like Intel can they? I think it would make me understand yield issues. " Your observations are right on the money. Remember - DregsDen was started (groundbreaking) in early 1996. In late 1997, MAD got the copper process from Motorola - but copper production didn't even BEGIN until 2 years later in mid to late 1999- despite having the process handed to MAD from Motorola. Since that time, MAD has taken 2 1/2 years to ramp to full production by the end of 2001, and were only able to produce 4 million CPUs on 4000 to 5000 wafer starts/quarter during that last quarter of 2001. And now, the 0.13 micron process is a full year BEHIND Intel's 0.13 micron process - and Intel had to add 6 layers of Copper to their process whereas MAD already "supposedly" had the copper process in place at the 0.18 micron node. Yep - MAD is struggling with their process development and integration and production. Paul