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Technology Stocks : Intel Corporation (INTC)

INTC 36.20

+0.1%

Dec 26 9:30 AM EST

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To: Paul Engel who wrote (146262)	10/30/2001 5:42:34 PM
From: Dan3	Read Replies (2) of 186894

Re: Sanders stated in AMD's Conference Call that they had shipped "tens of thousands" of Athlon MPs Yep, last quarter was a period of limited SMP volume for AMD, but last quarter ended quite a while ago, and AMD's Dual processor shipments have clearly been growing quickly. We used to get them right away, but now sometimes have to wait. My VAR called me two weeks ago to know if we'd had any experience with SCO UNIX 5.5 on any of our Athlon MPs because another of his clients wanted to move their systems from PII duals to Athlon MP duals. We hadn't, but I was able to point him to confirmation that SCO 5.5 is fully supported for the Tyan Athlon SMP boards. What was a trickle last quarter appears to be turning into a flood of systems for AMD. Xeon is too slow and too expensive to sell these days - too bad for Intel!

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