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Technology Stocks : Intel Corporation (INTC)

INTC 34.30

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To: Tony Viola who wrote (115562)	11/1/2000 7:01:28 PM
From: Tony Viola	Read Replies (3) of 186894

Q: SOI? Splinter: see some but not significant perf. improv. Will continue to look at it, and do something with it if warranted. Q: will Intel pursue micromachines and nanotechnology? Watch it, may pursue it. Didn't sound likely to be on the plate any time soon. Q: Itanium shipping in eval systems for some time. When production? Paul: New market. In pilot prod. this Q. Customers evaluating continuously: a process, not an event. Sounds like he's saying up to customers when to go production, when they feel comfortable with SW progress. Q: Optical interface chips? Assigned Albert Yu to that. Electro-optical type devices. Q: How to stay ahead of competition? (Mostly about mobile). Intend to keep this market. PII to PIII transition done. New products in development, goal to get to 8 - 10 hour battery life. Q: Enough RDRAM for P4 ramp. Paul: yes. in terms of wafers, finished chips, even mentioned back end testers. Q: Need 0.13 for units and/or performance crossover with PIII? Paul: both above "on the back of 0.18." Q: About wafer robot handlers. Who the he-2 sticks asked that? Wrap with Barrett: Highlights are rollout of 2 new product families: P4 for desktop and mobile (not right away, mobil, my comment); plus Itanium for servers. Reiterated high teens revenue growth rate. Ze end.

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