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To: Earlie who wrote (98232)	4/27/2001 8:27:42 AM
From: Don Lloyd	Read Replies (1) \| Respond to of 436258

Earlie - ...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. ... Of course it makes sense. The alternative is to go out of business immediately, with negative implications for the value of existing stock options. -g- To survive in a commodity market, let alone prosper, a company must be the low cost producer and able to persist until its competition finishes liquidating its inventory as it goes out of business. The development of the P4 is likely to be one of the worst technology business decisions ever made. It is a product that no rational person would want with a much higher cost to manufacture. Intel should return to its core competency, i.e. spending money. It should restructure into two business groups, one a leading edge IC foundry, and one a venture capital mutual fund. Regards, Don