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To: Paul Engel who wrote (76032)	3/10/1999 3:11:00 PM
From: Jeff Fox	Read Replies (1) \| Respond to of 186894

Paul, Thank you for your LEVL comments. Please let us know when you get more information on the fab situation. I bring it up because, as you know, with external dependance supplies can get expensive and unreliable. This is often the case if a customer is taking a large chunk (10% or greater) of a foundry's total output. Also it is difficult to rapidly grow if one is knocking up against installed capacity limits. Its hard to get third parties to plan right. This is a struggle for the leaders. Of course we know what a disaster it was for the likes of Cyrix! Anyway, It would be interesting to know the situation with LEVL one silicon vendors. Perhaps this was a large part of the merger attraction to LEVL in that there is nobody better than Intel at fab growth planning logistics (and the capital to make things happen). Jeff

To: Paul Engel who wrote (76032)	3/10/1999 11:31:00 PM
From: His Pinkness	Read Replies (1) \| Respond to of 186894

Paul You referenced Intel's relationship with QCOM. Would you please tell me more about that relationship and how you think it will play out over the next few years? Also, do you know anything about the status of Intel's relationship with MRV Communications? Do you think that relationship will continue in the future?