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

To: Road Walker who wrote (109424)	9/7/2000 11:32:15 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, Re: "in a research note, Glavin said he believed Intel was approaching 35 million in committed processor shipments for the third quarter, with about three weeks left in the period." I wonder how that compares to last quarter. Elmer, or anyone? Anyone heard from Paul? Tony

To: Road Walker who wrote (109424)	9/7/2000 12:01:02 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "You have to wonder where Glavin would get this info. It would be difficult (no impossible) to get it from all of Intel's customers. I doubt he would make it up. He must have some reliable Intel Inside information" Maybe he reads this thread? EP

To: Road Walker who wrote (109424)	9/7/2000 1:05:56 PM
From: Joey Smith	Respond to of 186894

John, to add another data point, I just read PW's semi analyst David Wong report issued Monday & he thinks Intel still on track to meet or exceed $9B in revenue for quarter. Says 3Q business more linear than in the past. I'll be attending a luncheon with him next Friday & hope to get some insights on P4, Itanium, etc. I made my bet at $65. hope that was the low!! Joey