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To: John Hull who wrote (82348)	6/1/1999 2:57:00 PM
From: dmf	Respond to of 186894

RE: Money printing and paper supply. Thanks for the analogy and a chuckle when I needed it. Thanks, too, for your posts! dmf

To: John Hull who wrote (82348)	6/1/1999 5:41:00 PM
From: kash johal	Read Replies (3) \| Respond to of 186894

John, Re: "Kash, do you suppose that Intel would have been so deeply asleep at the wheel that we would have ignored our suppliers in our Y2K compliancy efforts? If you had an ~$8B money printing machine in your backyard do you think you'd ignore your paper suppliers?" As I understand it Intel hasn't been the problem here. In fact they together with the other US/European semi companies have been very pro-active on Y2K. The problem is that the Japanese suppliers have not been very pro-active at all. The good news is that their is plenty of WIP anyway and if something happens, supply van be ramped up in a few months. PS Was the stock dump related to to the Rambus fiasco or simply Dan Niles waffling on the numbers. Kash Regards, Kash