Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 40.85

+0.8%

3:49 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Raymond Thomas who started this subject	9/6/2001 5:59:29 PM
From: wanna_bmw	Read Replies (2) of 186894

Intel CC Updates. Here are a couple points in an otherwise boring web cast. - Intel sees solid demand for P4P and i845 for this quarter inline with expectations. - Flash/Networking is flat with Q2, but not to be underestimated in future quarters. Largest Flash use is Cell Phones, and Intel is hearing that inventories for flash in this area are returning to normal levels. - Head count reductions are ahead of schedule. So are operating cost reductions. - Gross margins are below midpoint, possibly as much as 2%. - Given new demand generated by the price reductions, supply is tight, but this is normal. Supply is expected to improve. - P4P is ahead of cost reductions and ramp rates, when compared to P2P at .35u and .25u manufacturing. - Japan softening, but rest of the world flat in demand. - Rumors of channel stuffing are unfounded. Bryant cannot understand the rumors, since there is no evidence of it on his side. - P4P to ramp to majority product by the time Windows XP ships. wanna_bmw

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next