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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: stribe30 who wrote (29758)	2/27/2001 3:42:37 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 275872

stribe30, Of COURSE the official line of Barrett and cronies is going to say that customer acceptance is strong for P-IV.. From this IDF article today biz.yahoo.com we have Barrett saying, "Customer acceptance of the Pentium 4 processor has been strong and Intel will ramp the product faster than any other in the company's history. " The problem is that Barrett is the only one on the planet that thinks this. The bigger problem is that Intel mistakenly quantified P4 unit sales in 2001 at 20 million. When they miss this number, they will be forced to admit that the P4 did not live up to expectations. Here's another quote: ``We're very pleased with the progress we've made on both the initial version of the Itanium processor and McKinley,'' said Otellini. ``These products will be central to Intel's success for many years to come.'' That ought to scare the hell out of any Intel investor. Pravin.