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To: stribe30 who wrote (7543)	9/5/2000 10:06:32 AM
From: crazyoldman	Read Replies (1) \| Respond to of 275872

Stribe, Re: Athlons and KT-133 boards dying... We've built 30 MSI K7T Pro KT133 with 700 MHz TBirds. None have died, NOT ONE! These machines are giving us excellent service so far and I have no reason to suspect that they will not continue to do so for the normal life of a computer. I like the MSI K7T, it's a very good board and I wouldn't hesitate to use it again. Sharkey and crew's comments seems without basis, he's the first and only one I've heard of to suggest such a thing. Like you, I read lots of field reports from users and have NOT seen or read any indication of any premature failures. Perhaps he's got the his mythical "Athlon failures" mixed up with the actual Intel recalls. In short, in both my direct and indirect experience, the "Athlons and KT-133 boards dying..." statement is unfounded hogwash. Kindest regards, CrazyMan

To: stribe30 who wrote (7543)	9/5/2000 10:33:14 AM
From: milo_morai	Read Replies (1) \| Respond to of 275872

<font color=darkred>CNBC 9/5/00 - 9:48 AM... Appreciate you sharing your thoughts. Bob walberg chief equity analyst at briefing.Com can you can get recap on cnbc.Com. Mark: We are going slip in quick break and then speak with ashok kumar of piper jaffrey and find out why he is downgrading intel don't go away mark: Negative comments made about intel this morning and the stock is moving lower. Down about almost 3 here. U.S. Piper jaffray analyst downgrading number one computer chip maker to buy from strong buy. He says demands may prove to be weak which in turn to lead to shortfall in revenue let's get more on the downgrade joining us senior technology analyst u.S. Piper jaffray ashok kumar. Good to see you again. >> So, what's the reasoning here? I mean coming out with with pentium four. >> Yes we estimate the sequential unit growth for the september quarter has dropped from prior estimate of about 12% to less than half of that. We also believe that there do be further risk to those numbers depending upon how... cont..CNBC 9/5/00 - 9:52 AM... have dropped to less than half of the levels recorded in the first half. Same explanation for north america the commercial sales are week europe you seeing grow no more than 5%. >> Isn't that kind of the past or the present? I mean the future includes hopefully for intel and entire new product upgrade cycle with with pentium four chip? >> Yes the currents product shrine about 5 years old. It is a aged architecture and not very competitive. The giga hertz range less than 5%. So unless they ramp the pentium four they will not have a competitive road map in the first half of next year. However, this product are much higher cost to manufacture, with average selling prices trending down the grows margin expansion will reverse next year. Mark: All right 12346789 well, it is more expensive to make the pentium four? >> That's right. >> Significantly more? >> Yes. The about 60% larger the company will realize half as mean good as they do on pentium three whale trapbts... CNBC 9/5/00 - 9:53 AM... negative yet i notice you still have stock rate add buy why is that? Not why no reduce write a to appear in line with some of the things are you saying? >> Rewe are strong buy to buy and i think you know the relative strengths of the stock has peaked. And in intel is a core technology hold skpeug think the back ends of next year, if their product launch of the 64 bit product line goes on track and i think there upside momentum in the enterprise segment, of the market, the pc market, of course, is very mature. 1K39 growth rates are slow down dramatically. David: What about ininventory kwhrofr hang you why do you expect meaningful inventory overhang. The current bill plan port september quarter was significantly higher than the sale through as such we believe that company could ends up between 20 to 3 million units of excess inventory get tphaogt december quarter. We also belief that currents bill plans for december quarter extremely aggressive if that proves to optimistic, it essentially sets up groundwork for ma lig... CNBC 9/5/00 - 9:55 AM... of next year. So shot down pc environment extremely malignant across the different shat down we expect the stock outperform market given tore technology funding long-term, we do not expect significant pullback. Mark: Does u. Apipe do investment banking for intel? >> No, we do no thank you very much appreciate you sharing your thoughts. Ashok kumar senior technology analyst at u.S. Piper jaffray. Let's go over to david faber who has a some thoughts he wants to share with us. David: source TVeyes Milo