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To: Paul Engel who wrote (14796)	10/18/2000 2:45:28 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Paul, Intel claimed they have no spare capacity - and are still behind in Flash deliveries - after setting records for Flash volumes. How much Flash did Intel sell (in $$$) jOE

To: Paul Engel who wrote (14796)	10/18/2000 10:58:00 AM
From: Charles R	Read Replies (1) \| Respond to of 275872

Paul, <Intel claimed they have no spare capacity - > That's what I have been saying for weeks that the capacity spared by lower PIII sales has good uses. The Peck's of the world are a total joke. Capacity planning with 2 players is not that tough. Things can be moved in and out of fabs to make up for any shortfalls or demand spurts. Almost the entire analyst community seems to be misguided on this (with Peck cleraly going off in to a deep-end) <..and are still behind in Flash deliveries - after setting records for Flash volumes. > That's true for any Flash player today. I wish some of the analysts figured that one out.