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

To: fingolfen who wrote (130484)	3/20/2001 2:22:13 PM
From: AK2004	Respond to of 186894

fingolfen this is what ml wrote today: ".............. o Both Samsung and Hyundai are reducing their investment in manufacturing capacity. We are seeing indications of inventory levels that are stable or declining from both companies. In terms of demand both companies, as expected, were upbeat on Taiwan but cautious elsewhere. .............. o Short-term DRAM market visibility remains murky despite the increased activity by Taiwan motherboard makers. RDRAM demand continues to be strong on the back of P4 ramp-up by Intel. Looking at 20-25mn units of P4 shipments in 2001 and 50mn in 2002." .............. 20-25mil is not bad but it is not that outstanding either 50mil in '02 sounds a bit worse but I hope that intel would get their act together by then BTW samsung is one of the main producers of rdram Regards -Albert