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Technology Stocks : Intel Corporation (INTC)

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Nov 10 3:59 PM EST

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To: Paul Engel who wrote (88573)	9/21/1999 2:33:00 PM
From: Bill Jackson	Read Replies (1) of 186894

Paul, Thank you for clarifying that aspect of AMD's flash production. The question then is can Dresden or Fab25 be used for flash and what would the lead time for that be. Dresden at least has spare real estate to do this, if not the machinery. I am aware that it may be a lead time problem for certain machines and by the time they were ordered and installed we may be in a flash glut as has happened before. If flash can be started in a reasonable time it would be beneficial. In addition the Japanese JV flash profits will be larger unless they are locked into long term low price contracts from the last glut when they were beggars? Bill

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