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To: Artslaw who wrote (1627)	4/22/1998 10:01:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 2946

Steve, Intel is the author of the Copy EXACT approach to building fabs. They are more likely to see introducing unnecessary diversity as being an unnecessary gamble which is probably inconsistent with their corporate culture. A competitor would have to have a major productivity advantage before INTC is likely to take the process risks involved with a new supplier. It may happen, but the business is SVGI's to win or lose. IMHO, Ian.

To: Artslaw who wrote (1627)	4/23/1998 5:33:00 PM
From: David Aegis	Read Replies (1) \| Respond to of 2946

Steve, I think Intel is already doing some .18 micron critical layers for the Pentium II's using Micrascans. And the new Intel CEO, Craig Barrett, was the Intel executive who originally devised the Copy Exact strategy. IMHO, Intel needs to have flawless execution on the Merced roll-out, which is the next generation chip that will make extensive use of .18 micron line geometries. So I do not think they will risk fiddling around with other suppliers when SVG now has both the product and the capacity. Orders are not yet in hand, products have not yet been shipped. So I could be wrong, but I've made my educated guess and am content to hold on to my position to see how much SVG can earn in 1999-2000. --David