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To: SusieQ1065 who wrote (6667)7/17/2001 6:35:10 PM
From: SusieQ1065  Respond to of 208838
 
Intel (INTC) 29.90 +0.77: -- Update -- Call ended. Tone was generally positive. While gross margins have declined, the company is experiencing its strongest ramp ever with Pentium 4. Prices have declined, but mgmt sounds confident Pentium 4 prices will be fine....stock at 29.40.



To: SusieQ1065 who wrote (6667)7/17/2001 6:39:43 PM
From: keithcray  Read Replies (1) | Respond to of 208838
 
Bad: Because they have spent so much of it already, the booking of revenue by the chip equipment companies has largely been done....stock at 29.46.

A negative for AMAT, KLAC & NVLS.

;0)