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To: Wally Mastroly who wrote (26240)	5/15/1998 9:24:00 PM
From: Night Writer	Respond to of 97611

Wally, Wonder if Kurlak gave any thought to expense reduction. For example, more and faster chips per silcon waffle equal need for fewer fabs and less labor. I think engineers can understand this formula. Kurlak seems to be zeroed in on the same number of fabs being retained for production. Intel has already slowed opening new fabs. I believe one in Texas has had work on it stopped at this time. They might also close some older operations. I have heard nothing on closings at this point. In other words Kurlak's basic thesis may be flawed if he has given expense reduction no consideration. I'm betting the engineers and business people at Intel aren't as simple as his reasoning. NW

To: Wally Mastroly who wrote (26240)	5/15/1998 11:20:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

Wally, I know you only posted a link for information purposes and it does not necessarily represent an opinion. Kurlak currently seems to be unloading on Intel at option x day. He did the same thing last month. Every time he does this INTC drops. Of course he could be using option x day to make him self look good. Read this post from an exIntel engineer. I found it after I thought about my earlier post. Paul's post is much more knowledgable and informative then my post. It also reinforces my thoughts that Intel management could not be as stupid as Kurlak presents them. Message 4473059 NW