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To: pgerassi who wrote (121765)	5/18/2004 11:16:40 AM
From: Pravin Kamdar	Read Replies (4) \| Respond to of 275872

Pete, Still looks like another two month slip to me. Volume production was supposed to have started in mid April. That would put fab out around the later half of July, and in customer hands by mid August. There should have been hundreds of thousands in Q3. Now it sounds like low tens of thousands. The language also implies that they have lowered the volume of production starts. Not everything has to be spun positively. Pravin.

To: pgerassi who wrote (121765)	5/18/2004 3:47:14 PM
From: porn_start878	Read Replies (1) \| Respond to of 275872

Your figures looks quite good, even conservative if you consider that this ramp will go more linearly. Say 100 wafer starts in first week of April, 14 weeks later, in the second week of July you have the first output. If you figure a linear ramp of 100 extra WPW, then you have the output of (100+200+300) 600 Wafers in warehouses or OEM's hands at the end of July (82K CPU at 55% avg yield). For August you have (4+5+6+7) the output of 2200 Wafers (330K CPU at 60% avg yield). Spetember (8+9+10+11) 3800 Wafers (617K CPU at 65%) For at total of about 1M CPU for Q3. If we follow that ramp in Q4, we have 21000 Wafer for 3,675,000 CPU (70% avg yield) with 2200WPW output on 90nm at the last week of Q4.