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Technology Stocks : Intel Corporation (INTC)

INTC 36.20

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3:59 PM EST

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To: Tenchusatsu who wrote (164144)	4/17/2002 5:43:12 PM
From: Tony Viola	Read Replies (2) of 186894

Ten, AMD looks like they gained share in Q1 on $902M revs, but, their forecast for Q2 is $820 to $900M. CFO is saying that AMD is lowering breakeven point. Let's see if they predict a P or an L for Q2. SOI and Hammer doing very well in performance ramp and Hector says confidence is growing in shipping before the end of the year. IMO a December ship by them is Ho hum. Heeeere's Jerry! Says AMD gained about 1% market share. Jerry sees no bounce either in PC sales. Sees seasonal Q2 (down 5 to 10%) but thinks they maintain share. That's contradictory to what Intel said yesterday. Working Si for Sledge, 130 nm, SOI, 9 layer (all metal?) being made in Dresden. Claw expected to ship by EOY, again. No October mention. 90 nm chips built this year, ship mid-next. PC slump. Flash looking much better, enhanced by mirror bit. Flash contributes positively going forward (whatever that means).

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