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Technology Stocks : Intel Corporation (INTC)

INTC 36.61

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10:37 AM EST

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To: Paul Engel who wrote (76032)	3/10/1999 3:11:00 PM
From: Jeff Fox	Read Replies (1) of 186894

Paul, Thank you for your LEVL comments. Please let us know when you get more information on the fab situation. I bring it up because, as you know, with external dependance supplies can get expensive and unreliable. This is often the case if a customer is taking a large chunk (10% or greater) of a foundry's total output. Also it is difficult to rapidly grow if one is knocking up against installed capacity limits. Its hard to get third parties to plan right. This is a struggle for the leaders. Of course we know what a disaster it was for the likes of Cyrix! Anyway, It would be interesting to know the situation with LEVL one silicon vendors. Perhaps this was a large part of the merger attraction to LEVL in that there is nobody better than Intel at fab growth planning logistics (and the capital to make things happen). Jeff

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