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Technology Stocks : Intel Corporation (INTC)
INTC 39.50-3.1%Dec 11 3:59 PM EST
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To: Joseph Pareti who wrote (121584)12/9/2000 9:45:43 AM
From: Elmer  Read Replies (2) of 186894
 
Re: "For Germany the unit shipment forecast is 65000 units in CY2001 vs 47000 in CY2000, implying 40 % growth"

With worldwide demand for PCs slowing that should give Intel more capacity for Xeons which up until now has been capacity constrained. An interesting thing is I have reason to believe Intel's fab yields on Xeons with the huge L2 are simply phenomenal, producing more revenue per wafer than CuMines. Should help to hold ASPs.

EP
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