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To: Tenchusatsu who wrote (25008)	1/16/2001 5:20:26 PM
From: 5dave22	Read Replies (2) \| Respond to of 275872

Tench, I could be TOTALLY wrong, and I probably am - I was only asking because 7.5B is a larger number than it seems most were expecting. For the consumer electronic (toys) market it seems that INTC's Concert is one of the higher profile and potential money makers than anything I've seen from them in a while. I was just wondering if there was a way to see if INTC is spending extra $$ in flash and flash related products (MP3, etc) - as opposed to putting money strictly in processors, especially in light of a 'slowdown' of computer purchases at both a consumer and corporate level. Dave PS - does anyone else get annoyed with that Lucky Seven banner? It makes my cursor flip out.

To: Tenchusatsu who wrote (25008)	1/16/2001 6:19:40 PM
From: Tony Viola	Respond to of 275872

Ten, Kind of a confusing question. I think the $7.5B is for all of manufacturing combined, from processors to chipsets to flash. I don't know how much of that counts as assembly and packaging (e.g. motherboards, AnyPoint, MP3 players, and other stuff that doesn't require sub-micron clean rooms). It's all capital, even including land and buildings. From the CC, Intel is trying to bend over backwards making it all equipment and no buildings (may be a bit of an exaggeration). Tony