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To: Road Walker who wrote (113052)	10/10/2000 3:07:55 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

John, >52 week low in sight, only 5 points or so away. I just read that on the TXN thread. So Intel is planning a new wafer fab for Egypt. I was thinking about the XLNX and ALTR downgrades today, and the reasons for them. What Niles is saying about XLNX and ALTR is, I think what Intel's main problem has been: customers, whether Europe or otherwise, double-bought when Intel (or ALTR or XLNX) was really strapped to make enough chips. Then, when things loosened up, they looked into their inventory, felt they had enough, and started slowing down or canceling orders. Carrying it further, makes it sound like maybe Intel's aggressive 6 billion dollar fab/assembly expansion plans might not all be needed. But, then they announce yet another new wafer fab for Egypt. So does that mean Intel still is capacity constrained? Or was Egypt in the budget? I'm confused. Tony

To: Road Walker who wrote (113052)	10/10/2000 3:43:35 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

John - Re: "Interesting that when IBM announces a new fab it's major news, including special reports on CNBC. Intel announces a new fab, and there is very little press. Now if Intel were to announce a 24 hour delay in the introduction of P4's they would interview 20 analysts and proclaim the second coming of the "post-PC era"." Excellent point - EXCELLENT. IBM despite its lack of real growth - is still a Wall Street darling - while Intel is akin to last month's magazine. Re: "Intel public relations could use a little more Gerstnering, a little less Rodney Dangerfield." Given the location of the new plant and the situation in Israel, I think Intel's low key approach was merited. Paul