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To: Paul Engel who wrote (4843)	3/9/1998 3:14:00 PM
From: StockMan	Read Replies (2) \| Respond to of 6843

Paul, Re -- I have received private e-mail that indicates AMD's Fab 25 0.25 micron lots are achieving. Any theories on why this plant in plant is sending these private emails to private investors on SI and not mortgaging the house and buying up bus loads of AMD stock? Stockman

To: Paul Engel who wrote (4843)	3/9/1998 3:17:00 PM
From: Dave	Read Replies (1) \| Respond to of 6843

Paul: RE: "By the way - I have received private e-mail that indicates AMD's Fab 25 0.25 micron lots are achieving 80% yields on some lots - over 250 die per wafer. Wafer starts, however, haven't reached 1000 starts per week." What is the reliability of your source? dave

To: Paul Engel who wrote (4843)	3/9/1998 3:28:00 PM
From: Petz	Read Replies (1) \| Respond to of 6843

Paul, thanks for the explanation of rocket lots. But I think you're pulling my leg on the 80% yields and 300-366 speeds. Ordinarily, would you expect rocket lots to have lower yield because of processing shortcuts? Petz

To: Paul Engel who wrote (4843)	3/10/1998 12:22:00 AM
From: Brian Hutcheson	Read Replies (2) \| Respond to of 6843

Paul , those yields sound good but , If they were getting up to 80% yield on rocket lots , do you think this stock would be selling at $20 or so ? Brian