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

To: pgerassi who wrote (141078)	8/8/2001 10:43:29 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Pete, Re: "Intel plans to continue the price war after they forecast they would not (in the Q2 CC) that things would go back to normal." You're argument seems fairly well based on this statement, yet your foundation is not built quite so well as you think. As a matter of fact, Intel said no such thing about price wars. Instead, they said they would accelerate their roadmaps, and put Pentium 4 systems down to $800 price points. That sounds to me like they had anticipated the price drops, and already figured them in to their estimates. Here is a clip from JC's Intel Q2 CC notes (Paul Otellini is speaking). jc-news.com "The combination of the health of the Pentium 4 processor, the availability of the 845 chipset, and the capacity we are bringing online in 2001, have put us in a position of initiating a major acceleration of our desktop roadmap. Over the course of the second half, we will be increasing the performance of the entry level Pentium 4 to 1.5GHz, while taking the highest performing versions above 2GHz. As this roadmap is combined with the system cost reductions the 845 chipset enables, we expect Pentium 4 systems to replace all mainstream PC system price points above 800 dollars by the fourth quarter. These roadmap and price changes go into effect in August, in time for OEMs to take maximum advantage of the upcoming Windows XP system sales and launch." wanna_bmw

To: pgerassi who wrote (141078)	8/8/2001 11:58:52 AM
From: Tenchusatsu	Read Replies (3) \| Respond to of 186894

Pete, according to you AMDroids, Intel was supposed to miss guidance in Q2, especially after AMD warned. But Intel actually beat estimates by a couple of pennies. (And before you respond with your usual obfuscation, acquisition costs are irrelevant when it comes to meeting estimates.) So Intel was right in Q2, and you were wrong. Why do you think anyone should believe you this time? Tenchusatsu

To: pgerassi who wrote (141078)	8/8/2001 2:38:33 PM
From: Noel	Read Replies (2) \| Respond to of 186894

Pete, You have done it again -- Another moronic post!! As I said in a previous post to Dan, regardless of your affiliation, why don't you guys, AMD/Intel lovers alike, think from all points of view before you post. Do you really think Intel management is going to lose $100 millions just so that they can have the pleasure of a Q3 AMD loss?! Do you really think a company that has shown the ability to clear $1.5B per quarter pure profit from its flagship product, 32-bit microprocessors in this case, in one of the biggest tech slowdowns is suddenly going to allow a Q3 loss? Do you think that Intel management is that irresponsible to its shareholders? Maybe your expectations of management performance come from your long experience with AMD's finest!!