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To: Nadine Carroll who wrote (98147)	4/26/2001 1:17:24 PM
From: LLCF	Read Replies (1) \| Respond to of 436258

<Did you see Andy Grove on Charlie Rose last night? He reiterated the point that the eventual winners increase capital spending during recessions to come out of the recession with new technology in hand.> WTF is he talking about?? The last recession of any consequence was 1980 and before, he's talking about 'semi-cycles' and will get FREAKIN BURIED in the coming REAL downturn IMO. DAK

To: Nadine Carroll who wrote (98147)	4/26/2001 1:35:02 PM
From: sammaster	Read Replies (1) \| Respond to of 436258

yah their new 1.7 p4 is already getting cut by 40% soon... i'm looking to buy a computer...dell would be best snce with their just in time inventory they offer the cheapest best computer by far.... put the stock ...buy the computer :) dell is going to put gtw and others out of business with their power in pricing

To: Nadine Carroll who wrote (98147)	4/26/2001 10:51:52 PM
From: Earlie	Read Replies (1) \| Respond to of 436258

Nadine: The real problem for Intel is that their products have been totally commoditized. As one might expect when this occurs, profits are squished. Intel had better pull a technological rabbit from the hat, and soon. With respect to chips, it just doesn't make sense to spend multi billions in cap ex to build a commoditized product in even greater numbers and at even lower cost when the market for those products is already awash in excess supply and excess production capacity. Best, Earlie

To: Nadine Carroll who wrote (98147)	4/26/2001 10:51:52 PM
From: Earlie	Respond to of 436258

Nadine: The real problem for Intel is that their products have been totally commoditized. As one might expect when this occurs, profits are squished. Intel had better pull a technological rabbit from the hat, and soon. With respect to chips, it just doesn't make sense to spend multi billions in cap ex to build a commoditized product in even greater numbers and at even lower cost when the market for those products is already awash in excess supply and excess production capacity. Best, Earlie

To: Nadine Carroll who wrote (98147)	4/26/2001 10:51:52 PM
From: Earlie	Respond to of 436258

Nadine: The real problem for Intel is that their products have been totally commoditized. As one might expect when this occurs, profits are squished. Intel had better pull a technological rabbit from the hat, and soon. With respect to chips, it just doesn't make sense to spend multi billions in cap ex to build a commoditized product in even greater numbers and at even lower cost when the market for those products is already awash in excess supply and excess production capacity. Best, Earlie