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Technology Stocks : Intel Corporation (INTC)
INTC 37.05-0.6%10:35 AM EST

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To: John F. Dowd who wrote (163811)4/12/2002 9:09:09 AM
From: semiconeng  Read Replies (2) of 186894
 
Beamer: Let us talk about real things rather than picking some number out of the air. I mean does anyone here have any clue to how P4's are selling. I understand from the RMBS board that INTC sells every one they make and has no inventory. Now a confirmation of that kind of anecdotal evidence would lead me to think that the numbers analysts project will be met if the ASU's are reasonable. Just pulling numbers out of our ass is really something best suited for the worst of the Yahoo boards where everyone says where they bought and where they sold and that sort of interesting stuff. JFD

Maybe some people know, but they just can't say...... All I "know", is what intel has already said... is the ABSOLUTE TRUTH....

There is no problem with intel's 0.13u Process Yields or Bin Splits.
The 0.13u Ramp is on schedule, and meeting "Expectations".

But I can throw in a personal observation.... Overall, "expectations" this time, were Much higher than I've seen in the past. Make no mistake about it, the Sleeping Giant has awakened.

Semi
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