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To: Tony Viola who wrote (125107)1/16/2001 6:18:56 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Question about servers, mobile: Servers still growing very well and no noticeable slowdown.

J. Joseph: would you trim capital spending depending on the slowdown continuing or not? Probably not much chance of that (slowing spending capex). Capex is not so much for H2 but for 2002 and beyond. Intel would slow down G&A type stuff a lot before capex.



To: Tony Viola who wrote (125107)1/16/2001 6:26:53 PM
From: Joe NYC  Respond to of 186894
 
Tony,

If Brookdale is for P4, it sounds like a pull-in to me.

Most of the references regarding Brookdale were for Q2 2001. It sounded too optimistic to me, since as late as May 2000, Intel claimed that P4 will be all Rambus.

Joe


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