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To: Road Walker who wrote (129515)3/8/2001 5:50:47 PM
From: Shoibal Datta  Read Replies (1) | Respond to of 186894
 
John, Capex is still at 7.5B. The website doesn't have a Windows Media Player link (http://www.intel.com/intel/finance/presentations/earnings030801.htm), just a Real Player link although the page says it will be broadcast in both.

Sitting at a PC without Real Player :-(



To: Road Walker who wrote (129515)3/8/2001 5:52:53 PM
From: AK2004  Read Replies (2) | Respond to of 186894
 
John
I did not bother to post articles about transmeta and via's new server and laptop wins in us since everyone would just laugh about it. So Intel is loosing market share to those two in addition to amd. Either amd would warn or not it is going to bleed tomorrow anyway.
Regards
-Albert
ps read the corp release about capex



To: Road Walker who wrote (129515)3/8/2001 5:56:59 PM
From: tejek  Read Replies (2) | Respond to of 186894
 
I was also disappointed that servers are soft.

Looks like thing are not getting better fast.

John,

What's weird is that today Halla from NSM said business started picking up for NSM in February. And last week, VIA reported a good quarter and good business.

ted


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