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To: Road Walker who wrote (17351)	11/2/2000 11:33:23 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

John, To be honest, the 10% growth doesn't make a lot of sense to me, given their bullish remarks on servers and notebooks. The 10% is the revenue number, I assume. So maybe they are expecting higher unit growth, in line with more bullish estimates, but with lower prices. Joe

To: Road Walker who wrote (17351)	11/2/2000 12:15:39 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

John, <Not according to what they said. They seemed very confident in maintaining market share.> "Confidence" is a stretch - don't you think? The statement was something in the lines of "our 'goal' is not lose market share". As we knows there are goals and there is reality. This remark about market share came after the slide that showed how the market share and ASPs are relatively constant (by showing a bargraph that starts from zero to ensure that any small declines in market share and ASP do not show up clearly). Even then if one looks carefully, one could see that both those metrics are headed south. < To be honest, the 10% growth doesn't make a lot of sense to me, given their bullish remarks on servers and notebooks> If my memory serves me right Intel's prior forecast unit growth for 2001 was going to be in high-teens - consistant with what you hear from other sources. Servers are growing the fastest (60%) and laptops are going well above market rate (25-40?). That means, depending on the assumptions you make, it is possible for desktop sales to actually decline. It is also looks like most of the actual growth is back-end loaded (contingent on Willamette ramp). Chuck