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Technology Stocks : Intel Corporation (INTC)
INTC 40.34-2.6%Dec 8 3:59 PM EST

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To: Tony Viola who wrote (163956)4/16/2002 5:58:42 PM
From: Tony Viola  Read Replies (2) of 186894
 
Edelstone: Nice recovery quarter, question about PC upgrade cycle: Planning for seasonal pattern in H2, but not predicting any upgrade cycle. No sign to date from Fortune 1000 companies.

Drew Peck...... next but couldn't connect.

Flash question on density. Didn't get.

Q on server strategy. Paul: Intel based are now 88%. Want to continue that with Xeon. Also, McKinley still on target for H1. Do you have server forecasts you can share? No
Hammer! AMD: talking up 3400. Paul: on track for 3 GHz by EOY, think we'll be the fastest on 32 bit code.
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