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To: Elmer who wrote (155362)	1/14/2002 11:11:02 PM
From: Tony Viola	Respond to of 186894

Elmer, >I'm really interested in hearing tomorrow Intel's comments on their .13u capacity. How many fabs are running NorthWood and any news about 12" wafers. The NorthWood ramp is key. Any news about impending 12" production will be a major boost. Let's keep our finders crossed. Bet you 10 to 1 Otellini says everything is going great. Tony

To: Elmer who wrote (155362)	1/14/2002 11:11:39 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Elmer - Re: "Any news about impending 12" production will be a major boost" Mike Mageek and Ban Ban Blow Hard Dan have told us all that the Northwood launch is a bust and that 300 MM wafers will have zero or negative yield. When have these folks ever been wrong ?