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To: KeithDust2000 who wrote (184252)1/18/2006 11:32:42 PM
From: rupert1Read Replies (2) | Respond to of 275872
 
Keith

It is net $150 million taking into consideration the phasing out of depreciation of Fab 30. So from Fab 36, alone, it is higher. That forecast was based on the assumption that depreciation of 36 would begin towards the end of 1Q.



To: KeithDust2000 who wrote (184252)1/18/2006 11:33:46 PM
From: CraveyRead Replies (1) | Respond to of 275872
 
You are probably correct. I wrote that this morning before the conference call. To your question, I expect AUPs to naturally increase in Q1. Fourth quarter is a heavy consumer cycle (Sempron) and mix should help going into 1H06. In the big scheme of things, it is still a non-cash depreciation charge for something already put in place. It will be real interesting to see what the cash flow numbers look like when the Q comes out.

Cravey.