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To: GuinnessGuy who wrote (2767)2/11/1998 12:44:00 PM
From: TEColeman  Read Replies (1) | Respond to of 3736
 
Craig, Interesting stuff, this would be great if it is true. Is there a publicly released news article about AMD's plans to build in Germany? What is the IRs # at AMD?

TEC



To: GuinnessGuy who wrote (2767)2/11/1998 2:10:00 PM
From: David Kuspa  Read Replies (1) | Respond to of 3736
 
Craig, why would the company have issued an earnings warning if they expect to deliver 70 CMP machines over the next 8 quarters? They even said that the next quarter would be impacted. This doesn't make sense if, as your source said, the fab was being built as fast as they possibly could. Something's not right here. Do you have a logical explanation?


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