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To: Loki who wrote (46735)	2/2/1999 5:05:00 PM
From: Mao II	Read Replies (2) \| Respond to of 97611

Of interest: CSCO beat expectations by a penny. No split. Some consternation expressed over on their thread. Houston, we have a problem. M2

To: Loki who wrote (46735)	2/2/1999 5:09:00 PM
From: Mao II	Respond to of 97611

Loki & Thread: Of interest. (Pulled from AMAT thread.)M2 Message 7618931 Here we go ... Intel plans 300-mm fab in Oregon By Jack Robertson SANTA CLARA, Calif. -- Intel Corp. here has decided to go ahead with its first 300-mm, 0.13-micron-design-rule fab in Oregon, and next month will announce a 10-year, $10 billion program in the next-generation wafer size, sources said today. Intel will launch construction this year of a 300-mm development fab that will expanded into initial production, according to the sources. Next month's announcement will cover a full-blown Intel plan to expand into multi-fab 300-mm production over the next decade. Intel's commitment is expected to revive the chip industry's lagging 300-mm wafer interest. After Siemens Semiconductor Group and Motorola Semiconductor Products Sector launched a 300-mm pilot line in Dresden, Germany, other chip makers, including Intel, put their larger-size wafer plans on the shelf. One major equipment firm, Applied Materials Inc., reportedly will reinstitute its own 300-mm program, based on a large order for equipment for the new Oregon fab. Along with the rest of industry, Applied froze its 300-mm program early last year when chip makers backed away from launching even pilot lines.

To: Loki who wrote (46735)	2/2/1999 5:39:00 PM
From: Night Writer	Respond to of 97611

Loki, Value of AV is estimated at two to five billion dollars. At the low end, 200,000,000 shares gives you a ten dollar stock. At the high end, it gives you a twenty-five dollar stock. Thus my general selection of price. What would you do? Issue fewer shares for a higher price? The stock holder pays cash for the stock. Then money goes into CPQ treasury. I think AV is funded for a year already. However, CPQ could buy another company with the money that would compliment AV. They could also use the funds to buy back CPQ stock, or what ever is in the interest of the stock holders. My use of the words AV umbrella were not well selected. NW