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To: Dan3 who wrote (183944)	4/2/2006 11:22:09 AM
From: Sarmad Y. Hermiz	Read Replies (3) \| Respond to of 186894

Like etchmeister said, people do learn from experience. Still the puzzle is what is AMD getting from Chartered ? is it 1- capacity ? The problem with this answer is that there's got to be lots of not-yet-employed capacity at AMD's fab 36. 2- 65 nm process expertise. The problem with this answer is whether outsourcing leading edge products actually works out ? Dr. Ruiz's answer (quoted earlier) says it does not work well. And in fact it turned out that it did not work well (UMC). maybe he changed his mind, or sees there is no other quick way to get to 65 nm at this time.

To: Dan3 who wrote (183944)	4/3/2006 2:46:44 AM
From: etchmeister	Read Replies (1) \| Respond to of 186894

While the Chartered JV looks like it's coming on line 6 months early - quite a diffence, eh? I try to quantify CHRT 90nm contribution from AMD relative to other customers and compare to its peers (UMC and TSMC); could not find data except revenue from our 90nm alone exceeded 100 million in the fourth quarter of 2005; UMC topline is 2.1 x times CHRT. Perhaps you can enlighten me but on relative comparison Charter Semi revenue contribution from AMD for less or equal 90 nm was on the order of 30 to 50 million in Q4 2005 assuming CHRT has other 90nm revenue from other customers. There is a possibility that CHRT has NO other 90nm customers and the the majority indeed comes from AMD and that would be $100 million in Q4 2005. Chartered has had 65nm production for about half a year now (but that's bulk, i.e. non SOI), I think even from the very same fab 7. Happy April Fools Day ...revenue from our 90nm alone exceeded 100 million in the fourth quarter of 2005... media.corporate-ir.net UMC approx 140 media.corporate-ir.net and TSMC probably 2x UMC AMD has an equity stake in FAB 7 and shares management control, Management control? What's the equity stake: AMD's automation? it's not just a foundry agreement, which might explain why it seems like it's going a lot better than those other deals. How does AMD transfer 65 nm technology to CHRT? Wouldn't one think before bothering about transfering technology that AMD has a bullet proof / satiesfactory yielding 65 nm process or is CHRT transfering technnology to AMD?