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

To: Jim McMannis who wrote (140807)	8/3/2001 6:05:23 PM
From: Paul Engel	Respond to of 186894

McJimbo - Re: "Such a shame...Tualatin was such a god chip...now Intel wants to phase in the P4 to the "mainstream" leaving Tualatin to the Notebook and X-box. " Tualatin IS such a good chip. AMD - gotta get to SOI !!! BAM !!

To: Jim McMannis who wrote (140807)	8/4/2001 11:37:20 AM
From: pgerassi	Respond to of 186894

Dear Jim: If this analyst is accurate, Intel sales must have fallen through the floor this quarter. The most P4s Intel could make at this time is around 4-5 million (by the end of the Q2 Intel was to have made 4 million and 8 million in Q3 by the the current higher speed ramp), thus, 30% means that 5/0.3 or 16 million CPUs be Intel's portion for this quarter versus 27 million last quarter. That would give AMD about 33% unit market share right now. This would be the same at Q4 of 12 million / 60% or 20 million. And AMD would be still be at 33%. Obviously his market share figures are wrong in the percentages of P4. Otherwise, AMD has reached its unit market share goals and Intel is looking at a serious loss for Q3 of around a billion dollars or $0.15 a share. No! I do not think that Intel is that bad this quarter. Thus, his figures are absurd! Pete