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To: Paul Engel who wrote (139442)	7/17/2001 4:36:51 PM
From: Imran	Read Replies (2) \| Respond to of 186894

Intel falling after report released. Down to 29.6 on Island.

To: Paul Engel who wrote (139442)	7/17/2001 6:33:15 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Paul, Otellini was asked if P4 was still the fastest ramping µP for Intel, and if there was a backlog building. He said yes and yes. Next question was when would product on 300 mm start shipping. Otellini said early next year. That is early, isn't it? Next question Bryant answered by saying 0.13 was the bigger driver than 300 mm, and that 300 mm wouldn't be a big deal 'til the latter half of next year. New mobiles question: Otellini saying mobile share >>the competition compared with desktop. He says new platform (Tualatin) will drive that further, or something like that. Converging to one motherboard going forward will make it easy for the notebook vendors- wasn't sure what he meant by that. Aren't Celerons and Coppermines still being built new after Tualatin mobiles come out? Tony