Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe NYC who wrote (114133)	10/17/2000 7:23:14 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Joe, >Where is Peck with his 10th price war prediction? Peck called in and bitched about inventories. He wanted to know why Intel wanted to build them up some, when they're now about "in line with historical levels." Andy said they were just too thin. Tony Edit: Niles' question was about P4, like isn't the 0.13 process really needed to ramp and scale the P4? Paul said no, Intel is very confident they can ramp and scale on 0.18, again, better than they did for the PII. Again, he said 0.13 would be frosting on the cake.