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To: Tony Viola who wrote (12440)	5/15/1998 8:04:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

And what OEMs like is that INTC has dependable capacity - it is there when they need it - unlike AMD for instance (guessing). OEMs like quality suppliers not suppliers who could vanish or disappear next time around. Kurlak is applying the argument with MU's DRAMs to INTC's capacity "expansion" argument. Now for a question: How is INTC's yield affected going to the more complex chips? (I'm trying to get some feel whether LSI's chips getting smaller and smaller means fewer and fewer usable chips (%ge wise)). Any idea? Come to think of it any idea what a typical percentage of chips is good off one of these 200mm wafers for INTC - say current generation of Pentium xx? Shane.

To: Tony Viola who wrote (12440)	5/15/1998 11:39:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

Tony.. Intel's prospects apparently are attractive to a number of folks. A couple of times today, fund managers mentioned that they were buying Intel while the price is reasonable. It is easier to bash NSM, since the price today is about where it was 15 years ago. I'm not sure how overall chip capacity compares with current/projected demand. But there are so many consumer products coming which could benefit from more capable processors, that I'm not terribly worried about Intel's early demise. Unlike your "confidence priorities", however I actually am more confident in LSI's prospects beyond mid-year than I am about INTC's. There are such a wide variety of consumer products which are ASIC-dependent, that no single product (or two) is going to derail LSI. Just getting a "normal" mnargin on existing products should bring LSI's earnings up sharply, imho.. IAC, we appear to concur that Mr Kurlak is being quite short-sighted if he is going to knock the prospects for the semi-industry, right? TSO