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To: fp_scientist who wrote (7544)	9/5/2000 9:51:42 AM
From: EricRR	Read Replies (1) \| Respond to of 275872

Under pressure by whom, Ashkok? The report also cautions that the pricing environment for Intel could turn malignant due to an inventory overhang going into the December quarter. Tactical issues which the company also faces include the recent recall of the 1.13 GHz PIII. Kumar stated that he doubts “the company can qualify the new process/equipment in the time frame of relevance” and sees gross margins under pressure as a result. zdii.com

To: fp_scientist who wrote (7544)	9/5/2000 10:17:06 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

fp scientist: "Weak demand will cause slower-than- expected growth, Kumar said, and oversupply could prompt a ``malignant'' pricing environment." Comment: Yeah, it might take the day before investors realize the correct context and interpret the statement as follows:"Weak demand for PWeeIII 700 MHz and under will cause slower-than- expected growth,Kumar said, and oversupply of celerons owing to the newlt introducesd and superioir Duron could prompt a ``malignant'' pricing environment for Intel."