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

To: Joseph Pareti who wrote (121584)	12/9/2000 9:45:43 AM
From: Elmer	Read Replies (2) \| Respond to of 186894

Re: "For Germany the unit shipment forecast is 65000 units in CY2001 vs 47000 in CY2000, implying 40 % growth" With worldwide demand for PCs slowing that should give Intel more capacity for Xeons which up until now has been capacity constrained. An interesting thing is I have reason to believe Intel's fab yields on Xeons with the huge L2 are simply phenomenal, producing more revenue per wafer than CuMines. Should help to hold ASPs. EP

To: Joseph Pareti who wrote (121584)	12/9/2000 11:41:51 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Joe, I'm with you man (good post). iPaq is taking off: One of the brightest spots for Compaq (stock: CPQ) is its iPAQ handheld pocketPC. Initial sales projections for the iPAQ were 7,000 units a month. Compaq is now shipping 70,000 units a month and anticipates shipping 100,000 per month in the first quarter. The majority of those iPAQs are moving through solution providers with vertical applications and services. That's 100,000 Intel Strongarm chips per month and growing. Rest of the article, from the Compaq thread: Michael, and Thread, another positive from MC thanks to a poster from Yahoo! MC Speaks by: iamlongcpq (47/M/boston, MA) 12/8/00 8:39 pm Msg: 201815 of 201830 Compaq CEO: IT Spending Is Still On Track FRIDAY, DECEMBER 08, 2000 5:27 PM - TechWeb Dec 08, 2000 (Tech Web - CMP via COMTEX) -- Despite some tough financial sledding for PC and chip makers recently, Compaq Computer chairman and CEO Michael Capellas says there's no sign from the nation's CIOs of a cutback in IT projects. In an interview with CRN, Capellas said that, at a dinner with CIOs, he was assured that IT spending remains on track. "We're not seeing project cancellations," he said. "I'm certainly not ready to declare a recession." Capellas' comments come after Intel Corp. (stock: INTC) disappointed Wall Street on Thursday by announcing it would not show any revenue growth in the current quarter, compared with the third quarter. But the markets were bouncing back Friday, even in the wake of Intel's dour revenue projections. Citing Securities and Exchange Commission regulations, Capellas would not comment on Compaq's outlook for the fourth quarter, or whether it had cut back on processor shipments from Intel. Capellas said he is still by and large "cautious about the economy but not pushing huge red flags." There is still a massive effort by businesses to connect to the Internet, which is driving IT spending, said Capellas. If capital spending does get hit, IT spending will be the least affected, he added. One of the brightest spots for Compaq (stock: CPQ) is its iPAQ handheld pocketPC. Initial sales projections for the iPAQ were 7,000 units a month. Compaq is now shipping 70,000 units a month and anticipates shipping 100,000 per month in the first quarter. The majority of those iPAQs are moving through solution providers with vertical applications and services. In the third quarter, Compaq grew its U.S. and worldwide PC shipments faster than rival Dell Computer (stock: DELL) for the first time in several years, according to IDC. techweb.com Copyright (C) 2000 CMP Media Inc.