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To: Gottfried who wrote (8872)	10/21/2000 3:30:35 PM
From: Charles R	Respond to of 10921

Gottfried, <Sounds fishy to me.> I agree! It seems to me Intel has found a convenient excuse. Lack of skilled labor is an industry wide problem in everything a company wants to do and so it can be made to sound like a plausible explanation. But is it? With the reduced PC/cell-phone shipment forecasts, there gotto be a reevaluation of capacity planning across the industry. I wonder if this fab pushout announcement is a small mid-cycle correction or if it is the beginning of something big. Chuck