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To: Tony Viola who wrote (104084)6/6/2000 12:36:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
From Raging Bull, Bear Sterns opinion on Intel, raising estimates for this year, next:

ragingbull.com



To: Tony Viola who wrote (104084)6/6/2000 2:03:00 PM
From: EricRR  Read Replies (1) | Respond to of 186894
 
Intel has been struggling to keep up with strong demand for Celeron and Pentium III processors since last year's holiday season. The Timna delay could free up enough capacity to help Intel avoid a similar crunch this year.


Elmer doesn't think so. Wasn't Timna supposed to be on a .25 micron process? If so, how would freeing up those fabs help Coppermine and Celeron II production? Does Intel plan to make anything on 0.25 microns in Q4?


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