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

To: Tony Viola who wrote (125773)	1/22/2001 3:17:22 PM
From: dmf	Respond to of 186894

Tony, RE: "Intel's message on the huge capex this year is that they intend to use money they have to push the P4, and the PIII (Tualatin) and every other chip that makes sense onto the new processing/fab technologies, very rapidly." Sure. And that's good news to those of us holding through tough times. I just had trouble with the implied change at the server farms when we haven't much data. Wintel, Lintel and Suntel confirm my feeling that Intel is going to be in the middle of things, no matter how much things change. Don't hold your feelings back. All your comments are appreciated . dmf

To: Tony Viola who wrote (125773)	1/22/2001 4:42:45 PM
From: Saturn V	Read Replies (1) \| Respond to of 186894

A nice interview with Gordon Moore. As always Gordon is the master of understatement chicagotribune.com "Q--What are the reasons for Intel's recent nose dive on Wall Street? A--A lot of the stocks went through evaluations, and it was kind of hard to justify on conventional grounds. One time last summer, Intel was second only to GE in market capitalization in the world. We passed the half-trillion-dollar mark briefly. And, frankly, it's kind of hard to come up with a scenario that justifies a half-trillion-dollar price for Intel. Q--What problems does Intel face among investors? A--People are fairly discouraged about the prospects for the so-called PC market, really all of computing, because it did slow down at the end of last year. I personally think this is a temporary deal, that computing is such a fundamental part of our society ... but it'll take a while to get the confidence and the market growth back. Q--Has Intel, which has always made its mark in coming out with better and faster processors, reached the end of that line? A--There are certainly major portions of the market that are starved for performance, and I suspect as we see some of the new consumer software come on over the next few years, we'll see a resurgence, increased interest and more computing power for the consumer. Q--For what kind of applications? A--Well, every time there's a new operating system, it slows things down enough that more computing power is required. Essentially, non-conventional digital data, images, music, all that kind of stuff, can take quite a bit of computing power. "

To: Tony Viola who wrote (125773)	1/23/2001 1:31:21 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - Sun's UltraSparc III is having "delivery" problems ! Oh...isn't this a surprise ! Paul {=========================} theregister.co.uk Lights go out on UltraSPARC III supply By: John Leyden Posted: 22/01/2001 at 18:35 GMT Production delays have left Sun Microsystems behind schedule in fulfilling orders for servers based on the new UltraSPARC III processor. Visitors to Sun's online ecommerce site are told that they have a wait on their hands if they want to buy either a Sun Blade 1000 workstation, featuring a 750Mhz UltraSPARC III processor, or the rack-mount Sun Fire server are told they have a wait on their hands. Supplies of both products are "constrained" - in other words there are not enough of them to go around. The notice on the Sun site reads: "Demand for this product is so strong that it exceeds availability. If you proceed with your order, Sun will send you an email with the scheduled shipment date as soon as possible. Please contact your local sales representative or call 800-SUN-0404 for more information." Simon Tindall, volume sales manager at Sun, said the roll-out of UltraSPARC III-powered kit throughout this year remained on course, despite shipment delays for the first two products based on the platform. "There will be no significant shipments of the Sun Fire until next month. We are shipping Blade products to selected accounts. There is some product slippage but we are ramping up production to clear the current backlog," he said. "Demand has been strong but we'll get through the backlog and begin shipping in volume next quarter."