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Technology Stocks : Intel Corporation (INTC)

INTC 40.34

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3:59 PM EST

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To: Tony Viola who wrote (163957)	4/16/2002 6:12:51 PM
From: Tony Viola	Read Replies (4) of 186894

Question whether the new optical shrink for P4 would result in higher absolute speeds. No, but it will give higher bin splits re speed. New 845G chipset: extremely strong demand for it. Didn't get rest of it. Q on channel strength (white box vs. OEM). Paul: whitebox off in Q1 vs. Q4. Corporate? Any indicators at all of an increase? Paul: not in large scale, will take some corporate movement to start it. Asia Pac. looking good though. Andy chimed in, said don't need improving corporate demand in US to get H2 seasonality. This was reiterated, i.e., US can be flat and still get seasonal H2. Q on product mix. Paul: Excited about mobile. Very strong market and Intel well positioned. Mobile now 17 - 20% of overall and growing faster. Optical shrink moving to 300 mm as well. 300 mm in prod. in one factory, another coming on in Q2. 90 nm? Paul: demoed 90 nm based SRAM chip. On track with first microprocessor, Prescott, using 90 nm. H2-03. J. Joseph: predicting flat Q2, which is better than normal. How to make Q2. Andy: Q1 was front end loaded. Q2 tends to be back end loaded. June back to school business. Not much to conclude.

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