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To: StockMan who wrote (3142)	12/24/1997 6:54:00 PM
From: Yousef	Read Replies (1) \| Respond to of 6843

StockMan, Re: "Any idea, where AMD got its money for Fab 25 ..." The money for process equipment and Land/Building is depreciated and paid for monthly in expense dollars ... so the 2B$ in profits that you see is after AMD has paid for their equipment, land and buildings. My bigger concern is when will they "officially" announce their .25um process and start shipping in volume. Jerry made comments in the summer about a significant amount of AMD's shipments in late '97 being in the .25um process. AMD must be having a difficult time bringing up that process. This doesn't surprise me since the .25um process has a number of new unit processes which must be developed, characterized and controlled. Jerry and the "boys" only have a short window of opportunity before Intel starts shipping even higher speed PII desktop CPU's (333mhz, 350mhz & 400mhz). After that, AMD will have to scramble to supply CPU's to the <$500 market segment. Make It So, Yousef

To: StockMan who wrote (3142)	12/24/1997 7:54:00 PM
From: Brian Hutcheson	Read Replies (2) \| Respond to of 6843

Stockman , re. Book value zero... You guys must be really worried about the competition from AMD Since unless you can prove that , you could be charged with libel. I have E-mailed that post to AMD BTW , in case they haven't noticed it . Brian PS Also re. paying for fab 25 you obviously don't have much of a clue about finance , expenses such as depreciation and capital cost are deducted before arriving at the gross profit . In other words for your simple calculation to make sense it would have to based on the revenue for the past few years .