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To: Road Walker who wrote (125204)	1/17/2001 10:04:10 AM
From: Joseph Pareti	Respond to of 186894

right on the money John "For years, Gordon E. Moore, a co- founder of Intel, said that spending money on development was the best way to win customers when recessions end, Mr. Bryant said. One of the good things about being Intel is that in periods of economic slowdown, we have both the financial strength and management convictions to continue to invest in our future," doesn't this attitude carry a similarity with the "buy low sell high" kind of approach? because if say one bought e-toys at $90 and today their $30K investment is worth 10 bucks what are they going to do?

To: Road Walker who wrote (125204)	1/17/2001 11:06:23 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

Hi John, Re: Intel's Capex & AMD Remember the last semiconductor uptick, when Intel was running out of capacity, and this is essentially what saved AMD in Q4-1999? (This comment doesn't diminish AMD's execution during the year 2000.) With Intel's large capex, I doubt Intel will be capacity constrained next time around. This added-capacity is definitely a threat to AMD (if the majority of the money is spent in the core). I would not risk holding AMD on the next semiconductor uptick (in a capacity tight environment). Regards, Amy J