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

To: milo_morai who wrote (129640)	3/9/2001 2:08:11 AM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

I am just listening to the CC, and there are some points that others have missed: - the percentage drop in non - Intel Architecture businesses was more than the drop the IA business. This is I assume the "other" category that was the future of Intel, and as recently as last quarter was predicted to grow more than 50%. - Inside IA businesses, servers dropped more than the drop desktop and mobile (again, a refutation of the mantra posted here that servers are really the future, and that the desktop is the past) - blended ASPs down because of drop in servers - demand for P4 is at or above the historical levels (notice the change in terminology which until now was Intel projections - and even that is very vague) - basically, this statement is just BS - building up inventory this quarter - desktop is not really much of a problem, everything else is (again, contrary to claims made here) - they say they held market share and ASPs in desktop (hard to believe) - weakness is not US specific, but worldwide - Taiwan and Korea slow because exports are down, India and China robust - business PCs slower than consumer line in Europe Joe