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To: Joseph Pareti who wrote (115632)11/2/2000 4:47:12 AM
From: Seamus McKenna  Respond to of 186894
 
>>>>looks like the webcast went well judging from the current quote in Frankfurt (euro 54.1 ===> $46.4 )

Also - finished at $46 1/8 in after hours trading.



To: Joseph Pareti who wrote (115632)11/2/2000 12:44:07 PM
From: Paul Engel  Respond to of 186894
 
Joe - Re: "it looks like the webcast went well judging from the current quote in Frankfurt (euro 54.1 ===> $46.4 ) "

Yes indeed !

I think the analysts were impressed by the rapid ramp of the Pentium 4 that Intel was predicting - 5 wafer fabs are ready to go and that will be a huge manufacturing lever to pull.

Also, Otellini was very succinct when he said Intel (he) was not about to give up 1 more point of market share to...(AMD).

He drew a line in the sand.

Paul


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