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To: Elmer Phud who wrote (157061)	4/20/2005 1:04:27 PM
From: Rink	Read Replies (1) \| Respond to of 275872

Elmer, Yes my quotes show Intel's yield is so bad that they need significant additional capacity. Please reread this remark: Also additional capacity is said to be necessary after "a prolonged period of capacity tightness" (p4). Message 21246840 Please also note that: - "capacity tightness" refers to production of processors among the more relevant things, the kind that are produced at 90nm and on 300mm wafers. - "(p4)" in that quote refers to page 4 of the report DDB_WO posted to which the linked post is a reply. Re to your remark: Where have I claimed or implied that [Intel might make a profit on flash]? Retorical question. Try again. Regards, Rink

To: Elmer Phud who wrote (157061)	4/20/2005 7:44:30 PM
From: Ali Chen	Read Replies (2) \| Respond to of 275872

Ehud, "Where have I claimed or implied that? I've challenged those who claim Intel loses money [in flash business]" Let me help you a bit here with logic, Elmer. I realize that it might be too challenging for you, but I will try anyway. So, there were "those" who made a statement A =Intel is loosing money in flash. In other words, they claimed A=TRUE. According to your own statement above, you have challenged them on many occasions. In the World of Logic, there is only one interpretation of your activity, that you implied that the statement A = FALSE. Equivalently, it means that ^A = TRUE, (^ means <NOT>). Therefore, applying <NOT> to the statement A, we have to invert "loosing" to "making", which makes the statement to read: "Intel is making money in flash" = ^A = TRUE. This is what you essentially have said. QED. :-) - Ali P.S. I am really surprised that for a man of your statue as a "provider of engineering services" for Intel to test their pentium chipsets (which must be pretty much based on boolean logic, and finally PASS or FAIL), you have so much difficulty to apply a single logical <NOT> operation to a simple statement like "A" above.