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To: Amy J who wrote (128586)	3/1/2001 8:35:45 AM
From: Road Walker	Respond to of 186894

Amy, re: "Have you followed s/c business long enough to know what the inventory levels were like when entering the prior recession?" Probably, but I'm old enough that I don't remember <g>. John

To: Amy J who wrote (128586)	3/1/2001 8:46:06 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Considering flash is 40% of AMD's profits - things could get a whole lot uglier. Remember how dumb Jerry looked when the rest of the flash industry was shouting "flash shortage until 2003 - market pricing to all buyers" and Jerry was signing long term contracts at reduced, but still lucrative, prices?

To: Amy J who wrote (128586)	3/1/2001 1:09:02 PM
From: 2maclean	Read Replies (1) \| Respond to of 186894

Amy, I haven't followed ALTR for several years, and didn't listen to the conference call. In early 1997, when things were hot, ALTR said that its desired inventory level was 6 months of sales. I don't know if they counted disty invs. or not in the call. Their desired level then was 3 months. Best, 2MacLean

To: Amy J who wrote (128586)	3/1/2001 1:21:58 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Amy - Re: 'Does 8 months of inventory at Altera (see below) seem a bit longer than what you would expect, even for a recession. Your thoughts? " That inventory is - by "definition" - on existing devices. Intel's investment in new factories is to build NEW devices that cannot be made in volume with EXISTING factories. Intel's decision is the correct one. When the recession is over and demand picks up, Intel will have the right processes and the right fabs to MAXIMIZE sales and profits - with no delays. This action will separate the strong from the weak. Paul