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To: LLCF who wrote (1592)	4/3/1998 6:38:00 PM
From: David Aegis	Read Replies (1) of 2946

DAK and All: Intel talks about $5 billion of cap ex for 1998 in this press release, only a day after it cancels a KLIC order for 100+ machines. I think Intel might be trying to kick its suppliers when they're down. dljdirect.com Intel also sees strong second half sales: dljdirect.com They also announced availability today of Pentium II's for notebooks and laptops. These chips have much lower weight and use less juice than the desktop Pentium II's, so I would guess the notebook chips have features with pretty aggressive line shrinks. One would think this would be good for Micrascan. The soap opera continues. --David

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