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To: Ibexx who wrote (55090)	5/4/1998 4:32:00 PM
From: Barry Grossman	Respond to of 186894

Ibexx, I'm pleased to see Dr Barrett be more forthright and the point about the second half growth reiterated. A side comment - A portfolio manager whose name I didn't catch was discussing the rumored merger of Union Carbide and BP on CNBC and said this about the ongoing trend to increased scale and global reach by companies worldwide: I paraphrase...Because global companies can benefit from greater economies of scale and have the capital to invest in the newest, most economic technology, vis a vis their much smaller capitalized competitors, thus keeping their unit costs lower, they will have greater and greater success going forward in a world where some disinflation is taking hold. He wasn't talking about them but I wanted to point out the parallel to Intel vs AMD here. Barry

To: Ibexx who wrote (55090)	5/4/1998 4:35:00 PM
From: Diamond Jim	Respond to of 186894

Looks like Dr. Barrett is willing to assume a higher profile in managing WS and investors' relation. == I have been wondering about this too, I agree it is a bit different. I like it, not too bold but just reiterating facts as you see them. Like the analysts do over and over(Kurlack) minus the facts. jim

To: Ibexx who wrote (55090)	5/4/1998 7:48:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Ibexx - Re: "we expect a pickup in the second half,'' said president and chief operating officer Craig Barrett." Looks like CB is walking the walk and talking the talk! Paul