Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

3:59 PM EST

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To: Road Walker who wrote (170633)	9/5/2002 5:37:48 PM
From: L. Adam Latham	Read Replies (1) of 186894

John: I'll try to provide a few notes, before I put my steak on the grill. - GM 51% +/- few points, both Q3 and full year (good news). - Business progressing consistent with prior outlooks (no negative news reported). - Product mix not expected to change in Q3. - Europe sales in expected range. - Asia/Japan slightly below expected range. - Flash expected to be flat Q3 vs. Q2 (this was expected). - Manufacturing effeciency boosting margins. - Wafer volume up vs. last quarter. - September 1st price cuts are having positive effect on September sales. - Comm sales flat.

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