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To: Win Smith who wrote (35703)4/13/2001 10:22:04 PM
From: niceguy767Respond to of 275872
 
win:

"It is going to have a catastrophic impact on gross margins," said Ashok Kumar, an analyst at
U.S. Bancorp Piper Jaffray. "You're not going to see any seasonal pickup in demand," he
added "

Sounds to me like INTC's current state of desparation in reducing P4 prices by 50% virtually assures a loss in Q2, if in fact they are lucky enough to dodge same in Q1...and to think P3 and celeron are fast becoming obsolete and P4 nort exactly blasting out of the starting gate...Major, major, INTC vulnerability here...You heard it here first...INTC posts loss in Y2001!!!



To: Win Smith who wrote (35703)4/21/2001 5:57:07 PM
From: kapkan4uRead Replies (1) | Respond to of 275872
 
<"It is going to have a catastrophic impact on gross margins," said Ashok Kumar, an analyst at U.S. Bancorp Piper Jaffray. "You're not going to see any seasonal pickup in demand," he added>

This time I agree with Ashol Kumar.

Kap


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