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To: StockMan who wrote (4644)	3/1/1998 6:06:00 PM
From: Kevin K. Spurway	Read Replies (2) \| Respond to of 6843

What about Fab 30? Normally large companies like AMD go to the capital markets if they need cash. Probably this means debt. But if AMD issued new equity today, can you tell me how much money it would get per share? Kevin

To: StockMan who wrote (4644)	3/2/1998 1:39:00 AM
From: greg nus	Respond to of 6843

Stockman, The only thing Bankrupt are your posts! How's your rash!

To: StockMan who wrote (4644)	3/2/1998 9:25:00 PM
From: Adrian Wu	Read Replies (1) \| Respond to of 6843

Stockman, Why will be 300MHz sell for <$100? That means you are implying the PII 300 (which the K6-3D is competing against) will be selling at $130. The cost of a (Deschutes) PII is $70 whereas the cost of a (0.25 um) K6 is $40. In any case, the 350MHz Deschutes won't be out until April, and AMD my well launch the 350MHz K6-3D around the same time. The IBM foundry deal is to increase volume since they calculated that the demand is there to soak up the supply. This is to gain market share at the expense of Intel. IBM would not agree to the deal unless they think there is money to be made. IBM has ramped their 0.25 um process successfully, and may help AMD to do so. IBM is Intel's enemy, don't forget, but their Power PC, although technically superior, is not going anywhere (other then into the RS6000).