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To: Jim McMannis who wrote (95070)1/5/2000 4:41:00 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Jim, re: GTW warning

<''Supply of key processors and motherboards was severely constrained, spotty and unreliable, particularly in our consumer sweetspot in the $999 to $1299 price range. We're in the process of fixing that issue now and will have news on that front in the very near future,'' said John Todd, senior vice president and chief financial officer. ''Despite the sales shortfall, however, we enjoyed strong demand for our products. The launch of Astro, our new all-in-one PC, was a huge success, now accounting for almost 20% of our consumer product mix. We also did a great job maximizing AUPs and margins in a very tough environment.''>

Would the $999 to $1299 "sweetspot" be coppermine?

"Fixing that issue" sounds like they might be considering AMD processors.

John




To: Jim McMannis who wrote (95070)1/5/2000 5:18:00 PM
From: deibutfeif  Read Replies (2) | Respond to of 186894
 
Jim - Where do you see GTW down 7 in afterhours?

I see it down 8 in regular hours from yesterday, but flat on both Discover and Schwab extended hours.

dbf



To: Jim McMannis who wrote (95070)1/5/2000 7:36:00 PM
From: steve harris  Read Replies (2) | Respond to of 186894
 
Jim,
have you seen INTC after hours?

That had to hurt, huh?

steve