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To: Earlie who wrote (77481)	3/8/2001 6:08:08 PM
From: Roads End	Respond to of 436258

The last thing INTC is going to announce publicly is a reduction in capex. Their business model dictates they run on paranoia and they like to keep that paranoid feeling in their competition. But, here locally (Or) INTC has announced several delays in major capex projects. The tool guys are pinning their hopes on the capex like every dime of it is going to go to equipment spending, not the case. The planned for expansions here includes lots of new buildings and related infrastructure.

To: Earlie who wrote (77481)	3/8/2001 8:39:58 PM
From: Don Lloyd	Read Replies (2) \| Respond to of 436258

earlie - biz.yahoo.com Teradyne warns. ``Our previous guidance was for sales to be down about 20% from the $789 million of the fourth quarter (pre-SAB 101), and we anticipated about $0.30/share in earnings. We also said that there would be an additional $0.25/share in earnings from sales recorded in the first quarter due to the effect of SAB 101, for a total of $0.55/share. Our current view is for sales to be down about 35% from the fourth quarter level (pre-SAB 101), with a corresponding reduction in EPS. We expect that the additional $0.25/share from sales recorded in the first quarter due to the effect of SAB 101 will still be realized.'' Regards, Don