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Technology Stocks : Intel Corporation (INTC)

INTC 48.59

-1.3%

Feb 4 3:59 PM EST

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To: Tenchusatsu who wrote (133419)	4/26/2001 4:50:31 PM
From: Road Walker	Read Replies (1) of 186894

A few notes from the analyst's meeting webcast: - 30% of cap ex goes to comm - 81% of cap ex is conversion to .13 and 300 mm - 2 GHz P4 due "about a quarter from now" - P4 scaling very well, 1.7 GHz in volume production - .13 will be in "high volume" in 4th quarter (?) - back end server market share went from 4% '99 to 34% '00 - Otellini said performance difference with Rambus was much, much more significant when you get over 2 GHz on P4 Overall, I thought there was a lack of confidence in comm and networking, strong confidence in computing. If you get a chance to view only parts of the presentation, Otellini and Bryant were the best parts, and the Q&A. I hope Tony or someone else has a chance to view the presentation, somebody that takes better notes and knows better than I what is new news. John

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