Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.51

+0.4%

Dec 9 3:59 PM EST

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To: Tony Viola who wrote (161455)	3/7/2002 6:05:23 PM
From: wanna_bmw	Read Replies (1) of 186894

Tony, thanks for the recap. There were just a few extra points I wanted to bring up from the Q&A session. The first is that Intel sees manufacturing exceeding expectations, which has made a benefit to GMs (I would assume this means better than expected yields). He did say that the benefits were operational in nature, and they were sustainable over time. Secondly, Bryant sees growth in the server market, primarily in the high ASP segments (large cache Xeons). This should be very good news, as this benefits GMs as well. Lastly, Bryant said something interesting about the buying patterns of companies after a recession. He said with last year's buying environment so far south, many businesses have put off upgrading until now, since the much better price/performance of these products as opposed to last year's tends to "resonate" better with the buyer. I hope this logic follows into other PC markets. wbmw

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