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To: bob zagorin who wrote (17795)	8/13/2003 2:40:49 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

I just think we have a healthy international industry in the chip/fab situation. Its not like software which is going through some kind of gross upheaval with some major PR repercussions. I know the chip industry because my ex-husband was in it. The fabs we have are all we have, it is too expensive to build new fabs, all the innovative new chip companies are "fabless". So current fabs have a lock on the business. Then, within the chip industry the internationalization has already occurred, about the same time the foreign fabs were created. There isn't really a problem moving chip designers offshore to the degree that software is moving offshore. I'm not saying it isn't happening but it is nothing like the software exodus. In fact, H-P CEO Carly Fiorina may want to consider moving to New Delhi also. Her $4.2 million salary last year could buy an entire town over there and turn all the people into indentured servants. Or, perhaps the solution is much simpler. Fire Fiorina and hire one of the top executives from a company such as Satyam (NYSE:SAY) which is a leader in outsourced information technology. They must be willing to work twice as hard for 2% of what Carly makes. Satyam's CEO pay listed last year was $84,000. He's working for 2% of what Carly made last year. siliconinvestor.com