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To: Tony Viola who wrote (75359)	3/22/2002 4:39:34 PM
From: Yousef	Read Replies (2) \| Respond to of 275872

Tony, Re: "Are you saying that the term "low cost producer" is irrespective of yields?" Albert is WRONG on this one ... One can think of wafer cost as being made up of a "fixed" and "variable" cost. Albert is very confused and doesn't seem to understand this. Even using Albert's "contorted logic" of "1) The bottom line is (cash inflow - cash outflow) / number of shares" Even Albert would have to agree that higher yield leads to fewer wafers needed and thus lower variable cost. This means "cash outflow" goes down. Make It So, Yousef

To: Tony Viola who wrote (75359)	3/22/2002 4:45:18 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

Tony try to re-read my posts again. Must be my English <gggggg> But seriously, we do talk very often about the importance of the yields. It is important to separate various levels of optimizations though. That leads to all sorts of problems and my favorite example of that is '87 market crash Keep that in mind