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To: Joe NYC who wrote (169756)	8/22/2002 11:36:57 AM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Joe, re: The extra layer is "noise" as some website called it, especially in an overcapacity situation. Can you quantify "noise" in dollar terms? It is noise when compared to huge total losses for AMD. But you are discounting a future recovery in AMD's profits, when COGS would have a significant impact. Or don't you expect that to happen? John

To: Joe NYC who wrote (169756)	8/22/2002 12:02:56 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

The extra layer is "noise" as some website called it, especially in an overcapacity situation. I agree that ONE extra layer would be noise... but to add three layers of metal from the previous process requires six new lithographic steps plus the associated deposition, etch, etc. In essence it's increased the cost of the back end by 1.5X as well as the time required to process the wafers... I'd hardly call that "noise", unless you're talking about a 90+ decibel cacophony...