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

To: milo_morai who wrote (33239)	3/24/2001 11:52:31 AM
From: niceguy767	Respond to of 275872

milo: "Lam said that as Intel's gross margin falls (Intel expects a sequential decline from 63% to 51% in the first quarter), the Pentium 4 discounts are taking a significant toll on profits." If sequentially, INTC's gross margins decline by 12 points, there is no way INTC's Q1 is even close to $0.20...I'm beginning to think that Mr. Barrett really is seeing red!!!

To: milo_morai who wrote (33239)	3/24/2001 11:58:47 AM
From: fyodor_	Read Replies (1) \| Respond to of 275872

From the EBNews article: ebnews.com Intel is on a fast-track 0.13-micron ramp, retrofitting two existing but unidentified fabs, which next quarter are expected to start producing a 1.26GHz Pentium III processor code-named Tualatin. Other fabs will be upgraded to start Pentium 4 Northwood production late in the year. This would seem to be an indication that Intel is going with their traditional "Copy Exact" again, no? Try it out in a couple of fabs first, then copy to all the others. -fyo