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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (148385)	11/15/2001 10:16:31 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Art Rock - former Board member and original Intel VC - has observed that the cost of producing a "modern" wafer fab increases by 2X every 3 or 4 years (Rock's law). Won't be too many companies that will be able to afford them in a few years ! Maybe it'll get down to only 1 company that can afford it? We can already see another company that realizes it can't keep up the pace and is planning to outsource at least some production to a foundry. With the inevitable performance drop and price increase it can't stay competitive for long. EP

To: Paul Engel who wrote (148385)	11/16/2001 12:32:13 AM
From: dhellman	Read Replies (1) \| Respond to of 186894

re:Art Rock, pays to be an original VC after this sale he only holds another 17 million shares Insider Sells 560,000 of INTEL CORP (INTC) 11/15 2:45 AM (DJ) Story 1096 (INTC) SOURCE: Form 4 ISSUER: INTEL CORP SYMBOL: INTC FILER: ROCK ARTHUR TITLE: Shareholder TRANSACTION: Sale 560,000 10/18/01 $23.96 -$25.49 OWNERSHIP: 16,827,108 The Form 4 is filed with the Securities and Exchange Commission by any insider buying or selling their company's shares. This form must be filed by the 10th of the month following the month in which the transaction was executed. Insider data provided by: Washington Service (info@washserv.com) (END) DOW JONES NEWS 11 -15 -01 02:45 AM