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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 3:59 PM EST

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To: wanna_bmw who wrote (164571)4/25/2002 12:25:29 PM
From: Tony Viola  Read Replies (2) of 186894
 
BMW, Otellini pronouncing Banias "Banny-us". I thought it was "Ban-I-us". I just tuned in also

2.53 GHz P4 later this Q. Also FSB up to 533 MHz this Q.

On track for 3.0 GHz later this year.

Earlier, he was talking about emerging markets as really being where it's at now and going forward (for the best growth). US is not growing but more maxed out systems are bought here.

2003 new capabilities. Prescott. First on 90 nm. "Will ramp very fast next year." HT, etc.

Enterprise: Xeon very good last quarter with the new Xeons. "Winning very dramatically vs. Sun in the last year." Previous Sun customers moved over to Intel: 167 household names, billion and a half revenue represented.

Tony
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