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To: J. Plesha who wrote (3208)	12/29/1997 12:35:00 AM
From: StockMan	Read Replies (1) \| Respond to of 6843

Joe, Re -- Any thoughts on buying an existing FAB in Korea or asia. AMD does not have the need nor the money for another FAB. They first have to convert their FAB25 to .25u and run it at full capacity. At the current 1.5M K6's/Q I suspect even at .35u their fab25 is not at full capacity (unless their yields are really poor) Stockman

To: J. Plesha who wrote (3208)	12/29/1997 12:02:00 PM
From: Brian Hutcheson	Read Replies (1) \| Respond to of 6843

Joe , re. buying an existing Fab If you do a few calculations on possible Fab25 output of K6 using .25. You will find that using 60% yield and lowering the 6000 wafers per week which is the claimed max on .35 to say 4000 wafers , the possible quarterly output of that plant is close to 12M k6s or approaching 50m per year . What they need to do is utilise their present capacity buying another fab would IMO not benefit AMD or shareholders . Don't forget they are well along in building their next Fab in germany . With the production potential of these newer sub micron technologies the danger is overspending on too many fabs , regards , Brian