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To: Terry D who wrote (2774)	4/20/2000 12:21:00 PM
From: Terry D	Read Replies (2) \| Respond to of 2946

CC notes - Hammered on product and geographic breadth "we are not a one trick pony." INTC 50% of revenues 15 million operating profit Bookings at record levels. BTB huge at 1.5-1 Bookings 50% litho 35% thermal 15% track. "" - 35% outside US, 26% Asia cycle times 10% improved - 37 week aggregate R&D 33 million - 16% of sales, 7-10% seq. growth expected in Q3, Q4 Procell - this is seed year - will only send to limited # of customers