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Technology Stocks : Intel Corporation (INTC)

INTC 36.91

-1.1%

Dec 31 3:59 PM EST

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To: Elmer who wrote (139647)	7/19/2001 1:19:42 AM
From: Tony Viola	Read Replies (2) of 186894

Elmer, >Someone needs to let the air out of this one that IBM is a top notch silicon manufacturer. I am personally involved in a project which relies on an IBM fab and quite frankly Intel would be ashamed if they were producing the same low yields we have consistently seen. IBM may have all the latest process whistles and bells but they are far from world class manufacturers. In their CC today, IBM blamed their microelectronics division a lot for their Q2 so so performance. They also said that division would not produce well the rest of the year. Their best results were with their services, mainframes and big Unix servers. Intel based were off a bit, like with the other OEMs. Hopefully, Windows Data Center, Whistler and XP (also Linux) kickstart Intel servers in a few months. Tony

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