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To: Robert Walter who wrote (4810)	3/7/1998 9:03:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 6843

Robert - Re: 1000 wafers per week, Ashok Kumar, etc. If you extract from that mish mash of numbers and "assume" 160 die/wafer and 1000 wafers/week BOTH apply to the 0.25 micron process - IN FAB 25 (the 0.25 micron K6 doesn't even have 160 total POSSIBLE die) - then 160100013 weeks/quarter = 2,080,000 K6/quarter. Add in to that some number of die for the 0.35 micron K6 - say 30 die/wafer - at 2000 wafers/week and you have an ADDITIONAL 780,000 die per quarter, for a TOTAL of 2,860,000 K6's/quarter - nearly DOUBLE what AMD produced last quarter. Although this may be a recent development, with nearly 4 weeks left in this quarter, somehow this number doesn't jive AMD's announcement of Substantial Losses, Reduced revenue and the IBM foundry arrangement. 3 million K6's/quarter would be a record and presumably they would continue to improve from 160/wafer and 1000 wafer starts/week. The numbers don't jive with the known facts. Paul