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To: kash johal who wrote (38474)5/7/2001 1:43:39 PM
From: Pravin KamdarRead Replies (2) | Respond to of 275872
 
Kash,

The eWeek story clearly paints the picture for Intel for the rest of the year. It is absolutely amazing to me that Intel's share price could be up today with such dire implications linked from Yahoo finance.

dailynews.yahoo.com

Pravin.



To: kash johal who wrote (38474)5/7/2001 2:06:30 PM
From: maui_dudeRespond to of 275872
 
Kash, Re : "Now they are going to have "limited" 0.13 micron capacity this year."

I doubt the .13 delay will change any projections for Intels earnings this year. They seem to know about it during the Q1 CC. In a question, Paul O, told analyst to not expect .18 to .13 crossover in year 2001 (but do expect pIII to P4 crossover by end of year).

Maui.