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


To: Craig M. Newmark who wrote (93503)12/7/1999 5:03:00 PM
From: Joey Smith  Read Replies (1) | Respond to of 186894
 
Craig, re:Itanium to exceed performance estimates

I suggest you forward that article to Joe Osha of ML who is determined that Itanium will be a dog <gg>

joey



To: Craig M. Newmark who wrote (93503)12/7/1999 6:21:00 PM
From: Paul Engel  Respond to of 186894
 
Craig - Re: "Itanium to exceed performance estimates"

Those indeed are strong words from Intel.

Too bad they don't publish what those expected performance estimates are.

Paul



To: Craig M. Newmark who wrote (93503)12/8/1999 2:35:00 AM
From: Tenchusatsu  Read Replies (1) | Respond to of 186894
 
Craig, <Itanium to exceed performance estimates>

Must be the chipset.

jajajajajajajajaja

Tenchusatsu



To: Craig M. Newmark who wrote (93503)12/9/1999 3:37:00 AM
From: Amy J  Respond to of 186894
 
RE: "BTW, what are the ASPs for chips that sell into $100+K servers? Will they help Intel"

Craig,

I don't know, but based upon the prices you list, I believe it's a significantly less price sensitive market with higher margins and that assumption is why I keep buying INTC.

Regards,
Amy J



To: Craig M. Newmark who wrote (93503)12/20/1999 3:47:00 AM
From: tejek  Respond to of 186894
 
RE <<<BTW, what are the ASPs for chips that sell into $100+K servers? Will they help Intel cope with their huge losses from the Athlon? :-)>>>

I don't know....rumors are rampant that intc won't make its quarter again; that would make three in a row ;~)

intc's ASPs must have continued their fall from last quarter!