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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: Harry Landsiedel who wrote (148340)11/15/2001 6:11:11 PM
From: Tony Viola  Read Replies (2) of 186894
 
Harry, how have you been? A couple of bits from the Dell CC.

1. They gained share last quarter across all products and all regions vs. their competitors. Of course nothing new here.

2. Said 80% of all desktop shipments are now P4. Keeping an ear out for more P4 remarks, but broadcast just died.

16 cents a share predicted again.

See overall market flat in the next quarter, but see themselves continuing to gain share. Didn't sound that good there.

Intel's webcasts, etc., continue to be far and away better than anyone else that I try to listen to. CC back now but I missed beginning of questions.

Tony
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