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To: Haim R. Branisteanu who wrote (4388)	7/18/2000 7:00:07 PM
From: John Graybill	Read Replies (1) \| Respond to of 436258

Good find! Of course, Intel is crowing about how their revenues are so much higher than last year. Fleck is gonna eat this up. (edit at 7:12 -- I checked out the yahoo board, they are bulled up beyond belief. gonna be a down day for INTC tomorrow after all those guys finish buying the ready-made gap-up open.)

To: Haim R. Branisteanu who wrote (4388)	7/18/2000 8:34:46 PM
From: pater tenebrarum	Read Replies (1) \| Respond to of 436258

i like the $2,3 bn. in interest and 'other' income (read: judicious dumping of over-inflated MU stock). zaitechu, US style... from what one hears re. pricing developments it is no surprise that operating earnings didn't improve much in spite of the sales gain. i wouldn't be surprised either if the new capacity ramp-up coincided with declining demand and not the 'expected strong demand'. that's anyway what usually happens in the semi industry...