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Technology Stocks : Intel Corporation (INTC)

INTC 37.83

-4.3%

Dec 12 3:59 PM EST

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To: Raymond Thomas who started this subject	12/6/2001 6:10:16 PM
From: wanna_bmw	Read Replies (5) of 186894

Intel mid quarter update notes - Believes that Intel will at least double the volumes of Pentium 4 over last quarter (if not, more). - It's still possible to get cancellations before the end of the quarter. Andy Bryant cautions that sales are not definite yet. - Unit shipments are seasonal with historical 4th quarters, which have been very good for Intel in the past. - Processor factories are completely full. Memory factories are not. Production is better than expected. - Transition to P4 is faster than expected. - Claims market share gains in October, and that they will hold these gains until the end of the quarter. - Cost savings question: why doesn't .13u appear to have much cost savings by the end of 2002? Answer is that transition to larger Pentium 4 die almost cancels out the benefit of .13u manufacturing. - Pulling sales from Q1 (a.k.a. channel stuffing): admits that it's possible for customers to over-order, but sales in the distribution channel and talks with customers suggest that pulling of sales from Q1 is not going on. - 300mm wafers start production next quarter. wbmw

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