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To: Tony Viola who wrote (106025)	7/20/2000 8:46:30 PM
From: Road Walker	Respond to of 186894

Tony, If I remember correctly, the answer was in response to a question about P4/Rambus: "We still view this memory technology as the best at delivering overall performance at the platform level relative to our microprocessors. It is still on our road map as a primary memory technology," Otellini said. "That's not to say that we won't have other memory configurations on another chip set to take advantage of different price points in the marketplace." My impression was that Otellini was confirming that P4, at this point, was going to be Rambus only, other chips would use other memory. May be wrong, as I was earlier about Apple/Next. One very good thing about this thread, if you are wrong, you know it. John

To: Tony Viola who wrote (106025)	7/20/2000 11:30:27 PM
From: Paul Engel	Respond to of 186894

Tony & Intel Investors - Jonathan Joseph's Comment on Capacitor Shortage disappearing seems really hilarious in light of this: Shares dive as Agilent warns of parts shortage....Agilent can't get enough custom chips and electronic capacitors for its equipment Good call, Jon ! Oh - and here's a CLASS ACT by Agilent - totally opposite as that of Sleaze Jeff Weitzen of Gateway: "In an interview, chief financial officer Bob Walker said the parts shortages weren't related to any single supplier or group. He declined to name any vendors. " Paul {=====================================} Shares dive as Agilent warns of parts shortage By Bloomberg News July 20, 2000, 5:45 p.m. PT URL: news.cnet.com Agilent Technologies, the test and measurement company that Hewlett-Packard spun off last month, said today that earnings this quarter will lag analysts' forecasts. Its shares tumbled 26 percent today. Profit in the fiscal third quarter that ends July 31 will be 18 to 22 cents a share. The company, which first sold shares to the public in November, was expected to earn 35 cents, the average estimate of analysts polled by First Call/Thomson Financial. Profit was 36 cents in the year-earlier period. Agilent can't get enough custom chips and electronic capacitors for its equipment that tests cellular phones, their parts and wireless networks. The company hasn't increased manufacturing capacity enough to meet demand for the gear. It also cited weak sales in its health care and chemical-analysis units. It's Agilent's second straight earnings disappointment. "Results in our health care business are simply unacceptable," chief financial officer Bob Walker said in a statement. Shares of Palo Alto, Calif.-based Agilent fell $19 to $54 following the warning, the biggest drop since the shares began trading Nov. 17. The company will release final third-quarter results Aug. 17. Agilent said in a conference call that the company can't get some types of semiconductors, which at times have been the only parts missing from its instruments. Further, it hasn't been able to increase manufacturing capacity enough to make products for the communications and semiconductor-testing businesses, where demand is strong. In an interview, chief financial officer Bob Walker said the parts shortages weren't related to any single supplier or group. He declined to name any vendors. Agilent buys parts from 20,000 suppliers. The company said it's comfortable with the average analyst forecast of 39 cents a share for the fourth quarter and could exceed it if enough parts come in. Bear Stearns analyst Robert Maire, who's now reviewing his "attractive" rating on Agilent shares, said he was surprised by that statement. "That would suggest they're going to fix a lot of problems inside of one quarter," Maire said. "I'm somewhat dubious of that." Maire said he was also surprised, "given that Agilent has been doing this for so long, that they haven't been better at managing the supply chain." The company makes a range of test and measurement products, from ultrasound-imaging devices used by hospitals to machines that examine semiconductors. Agilent said the health care business is likely to have an operating loss at least as wide as the previous quarter's $30 million, mainly because of lackluster sales of patient-monitoring equipment. The chemical analysis business is likely to have a "modest" operating loss. Executives will soon unveil some actions for the health care business. Walker declined to elaborate. The division, which already has a hiring freeze in place, employs about 5,000 people, or 12 percent of Agilent's 43,000 workers worldwide. Maire said Agilent is more likely to reorganize the business and cut product lines than sell it. Executives didn't provide a third-quarter revenue forecast. Agilent had revenue of $2.09 billion in the year-earlier quarter, according to regulatory filings. Agilent is the latest in a line of computer and telecommunications-equipment companies to warn they're being hurt or could face slower growth because of shortages of electronic capacitors, liquid crystal screens and flash-memory chips. Nintendo, Palm, Cisco Systems and Adaptec have all said they're experiencing or could see shortages of components for their gear