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

To: Joe NYC who wrote (125362)	1/19/2001 11:12:21 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"Intel may have a lead, but with limited capacity, which will most likely be used up by laptops" Seems to me that Intel has contracted with Microsoft to sell them low margin P-IIIs for the X-box which need to be capable of running OK without a cooling fan. This sounds like .13u to me. How does this affect Intels first .13u production? Seems like it's committed to low margin chips? In reality maybe Intel isn't that far ahead of AMD on at least the $ benefits of .13u.? Also, Q3 seems more like it for .13u...not Q2... Jim