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To: Tushar Patel who wrote (140137)	7/26/2001 5:39:41 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

Hi Tushar, RE: "The metrics Barrett outlined at the shareholder meeting for deciding when to exit businesses sound fine. " What were these metrics? Regards, Amy J

To: Tushar Patel who wrote (140137)	7/26/2001 8:44:48 AM
From: Road Walker	Respond to of 186894

Tushar, re: I think (NOT based on any precise analysis)that Intel has a good chance at turning the Strongarm/Xsacle stuff into a success in a big way. I think it has a fair shot at something similar with the network processors and maybe with some of the the Ethernet business. If they succeed in both, Barrett will be a hero. If they succeed in one, things will be ok. Was the DEC/Strong Arm acquisition pre-Barrett as CEO? John

To: Tushar Patel who wrote (140137)	8/7/2001 5:45:47 AM
From: Amy J	Respond to of 186894

OT Hi Tushar, real estate in Silicon Valley is significantly decreasing. Commercial property leases are getting pretty inexpensive as there is a glut. Residential property is decreasing at a fast clip in the past few weeks. Inventory is holding high, and prices are responding by dropping, particularly in the past two weeks it seems. The recent rash of layoffs (65% increase to last month) is probably putting significant pricing pressure in the past few weeks. Experts predict Silicon Valley real-estate will reduce 25% in the next year. Regards, Amy J