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To: Trey McAtee who wrote (50457)	8/21/1998 4:35:00 PM
From: Suresh	Read Replies (1) \| Respond to of 58727

Trey, right now there is an ego battle going on between TK v. niles and kumar. should be interesting to see who gets the semi ax title. Kurlak should be commended... he says what he means and thinks unlike other analysts who go on upgrading at the same time decreasing the earning estimates. However, I don't know if Niles and Kumar belong in that group. If INTC earnings show an uptick only because of reduced cap ex., it may not be a pretty sight. -Suresh