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

To: Tony Viola who wrote (132708)	4/17/2001 6:29:15 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Otellini at an analysts' conf. next week in NY Gained or lost market share? Otellini hedging, saying "competitor's" numbers not in yet. Numbers go +/- a couple points over time, have been doing that. In last several quarters, about the same, expect to continue that. Andy: Q2 CPU may be stronger than anticipated very recently, but comm weaker. Drew Peck______Why cut prices so much if market share is OK? (P4) 2 things: 1. Health of product very very good (yields - TV), allowing acceleration of 1.7 GHz intro. 2. Want to get P4 to sweet spot, volumes, to the best selling micro ASAP. Paul said he was very interested as to when server would bounce back, so I guess it hasn't. Eric Roth______P4 bus licensing (3rd party chipsets), Brookdale. Paul - in discussions with other cos. Didn't get questioner: P4 on 0.13, speed? At or above 2. Didn't get questioner: servers coming back, stabilized? Yes, but they had dropped a lot worse. Paul clarified that he meant mainstream servers had stabilized, EDIT: not talking about the 280 CPU ones. Kind of a funny remark, but he had mentioned the 900 MHz big cache Xeon release in March. I get the impression that servers are VERY important to Intel, because of their effect on ASPs, maybe also for the prestige factor, and to keep the momentum going for Itanium. Jon Joseph: ASPs, what is driving it most. Some cost pressure on P4 as it ramps. Can ASPs stabilize as P4 gets up the curve? Paul: depends on notebook and server comeback a lot also. Paul would't give a final answer on that one. Dan Niles: margin, ASPs Q: margins projected to come down in Q2 some more, why? General pricing is driving ASPs most, dropped revs not so much. Jack Geraghty: in desktop, sales coming back due to home buyers or commercial: Paul: small to medium business coming back the best. Also, bigger business coming back, Celeron to PIII, expect this uptick to continue. Didn't get name: Asia Pacific, etc. trends? Japan 1st into the trough, first to recover. China, India, solid double digit growth, Korea not so good. US malaise affecting some countries, like Korea, more. Mobile pricing? Why are mobile chips higher priced? Paul: they are more expensive to build. Need 1 to 2 bins higher for a mobile. e.g., 1 GHz mobile = 1.1 or 1.2 GHz desktop. 7.5 billion capex Q again. Andy said intel would underspend only if, e.g., Intel got half off on some equip. Glavin again: what % capex is bricks and mortar vs. equip? Andy couldn't quote. Addlestoned again: Q on % of shipments that go out through disty in trays and boxes, vs. geos. Paul, about the same across geos. Why'd he ask that. Finis