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To: Tony Viola who wrote (132704)	4/17/2001 6:03:57 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Otellini: Flash hurting. Inventories grew. Seasonally strong H2 for CPU. Chips in progress, roadmap strongest in history. I have to agree with that. Q&A: Addlestoned: crossover for 0.13 and 0.18? Not this year (Otellini sounds like he hadn't anticipated this one). Again P4 ramp on 0.13 in Q4. Otellini prefers to estimate crossover, PIII to P4: next year Q1. Charlie the Tuna Glavin, CSFB: Why the wide range in Q2 estimates re revenues? Q2 wafer starts beginning Q2 higher than Q1: YES for CPU biz. Sounds like not for comm. Guy I never heard of: Have you increased goal for P4 production this year? Didn't get answer. Increased orders and turns activity started in March. That and very strong run rate going on tells things have bottomed. OSHA: Osha thought comeback wouldn't start until April (think he said that). Intel saying March. Osha persisting, Bryant came in and said not projecting a snapback to last year's biz, but a building thing from the new lower level. Doug ____? PC makers have a forecast DDR chipset timeframe? Otellini said same silicon for DDR SDRAM as for SDRAM. Debugging SDRAM 1st, then DDR. 1 - 3 months delay to DDR from SDR. Wouldn't commit DDR to this year.