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Technology Stocks : Intel Corporation (INTC)

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To: Scumbria who wrote (138506)	7/2/2001 11:40:10 AM
From: Road Walker	Read Replies (2) of 186894

Scumbria, re: "It looks like P4 is now competitive with Athlon." Intel is saying 2 GHz this quarter, I'm guessing that will be the top speed for the 4th quarter selling season. Also guessing that 1.6 GHz to 1.7 GHz will be at the volume price point (???). It seems that Rambus capacity is increasing, I think the prices are coming down. Thinking out loud, but trying to get an idea of how the 4th quarter will shape up. I think the most important thing is to get XP out the door. A couple of articles in this mornings WSJ suggested that injured companies will be pressuring the new Judge to delay the release. Any delay could slow PC purchases. It will be interesting to see how P4 ~1.7 GHz performs with SDRAM, when it's available. John

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