Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (90143)	10/13/1999 5:38:00 PM
From: Amy J	Respond to of 186894

Hi Tony, thanks for catching, explaining, and adding this: RE: "What I wrote down about GM improvement prediction for 4Q was: seasonal improvement (guess this is a supply/demand driver, 4Q always being the best Q), plus better ASP (0.18 chips are faster, can sell for more) plus 0.18 efficiencies (more die/wafer, etc.). Also, he said that microprocessor production costs have been coming in lower than estimations for a while now." ng, explaining, and adding this: Re: "I'll give Process Boy some of the credit here." I agree. Go Process Boy! RE: "Did you say that Paul O. said that both microprocessors and chipsets set new records for shipments (revs or units?) in 3Q? And, he said that PIII is now the #1 selling micro in the world." I didn't, but I do recall him saying, something set a new record, but I couldn't hear what it was. Maybe this was it? RE: "I think I was the first or among the first here to say yesterday that the CC was quite positive about 4Q, and I took some heat." The first person always has this wonderful position. Congratulations! Thanks for going out on a limb here. Best, Amy J

To: Tony Viola who wrote (90143)	10/13/1999 6:21:00 PM
From: Process Boy	Respond to of 186894

Tony - <Also, he said that microprocessor production costs have been coming in lower than estimations for a while now. I'll give Process Boy some of the credit here.> P858 is a very cost efficient process. Thank you for the credit, as I take you mean that the process development organization I work for did a good job at focusing on process costs. I guess I'd prefer to give all the Process Boys and Girls credit w.r.t. P858 cost, along with the manufacturing organization. The Coppermine 1 month hiccup was quite unfortunate, as evidently this event contributed to the Q3 shortfall. I am confident that the train is back on the tracks and proceeding forward again, as was stated yesterday in the CC. PB