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

To: Paul Engel who wrote (105965)	7/19/2000 8:15:08 PM
From: Tony Viola	Read Replies (4) \| Respond to of 186894

Paul, thread, some points I picked up from the CC, just having a chance to contribute here. Forgive me if redundant: 1. Otellini - "very pleased with status of Willamette, i.e., validation and pre-production testing. Intro + volume shipments in 2H." 2. Flash: 3 (Three) fabs planned to be running at 0.18 by end of year. That are a lot! 3. 3Q is front end loaded, vs. 2Q was definitely back end loaded. 4. Xeon demand is strong across all product types: 866 MHz, etc. with 256K cache for 1U and 2U servers for front ends; 700 MHz, 1M, 2M Xeons for back end. Otellini mentioned the IBM 32 server X 4 CPU each cluster built that broke the tpc-c record. Personally happy to hear Paul O. talking in these terms (server types, tpc's). 5. No P4 "kit" limiters, as in chipsets, RDRAM, etc. 6. Cap spending? (Ques. form G. Klauer). Andy said Intel would even like to be able to get in house some more pieces of equipment, if they could. The cap equip companies are production constrained also. Next year? Andy said he couldn't estimate cap expenditures yet. 7. Question about server growth, or server percentages of overall revenues. Paul said he couldn't quote this yet, give him until the next analyst's meeting. I want to see this one myself a lot. 8. Itanium, why the new delay: problems getting the chip ready, or is it all the infrastructure. Paul said some of both. New experience for Intel to be fielding questions and issues for all new architecture, software, compilers, etc., from 5,000 development systems that are out there. He said it's a good experience (toward McKinley?). I counted at least 5 "nice quarter" remarks as opening to questions by the analysts. That's a lot, based on past CCs. OK, now we'll take upgrades. Tony