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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Process Boy who wrote (54015)	4/2/1999 5:30:00 PM
From: Yougang Xiao	Respond to of 1571591

PB, thanks. EOM

To: Process Boy who wrote (54015)	4/2/1999 6:45:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1571591

PB, Re: Mot foundry. I think that it is inevitable as I expect some glitches in getting Fab 30 up to fair yields. I suspect that Mot may be able to supply a few thousand wafers/mo at the max from Mos 13 for 2H 99. That translates to a fairly anemic 100K to 200K units/quarter depending upon yields. But at least they have some back up. This is kind of similar to SDC helping out Fab 25 with production when it was flopping on the beach with poor yields and bin splits. The good news is they should have reasonable demand and so margins should be reasonable - in the $500 range. Regards, Kash