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

To: Tony Viola who wrote (145470)	10/16/2001 6:42:35 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Tony, A couple of additions: - 3 fabs on .13 now, 4th in 4th quarter (?). - ~30 of business in distribution channel (white box), very strong. - P4 on .13 will improve performance per clock cycle. Missed what they said about 300 mm wafers? John

To: Tony Viola who wrote (145470)	10/16/2001 10:16:59 PM
From: maui_dude	Read Replies (1) \| Respond to of 186894

Hi Tony, John, Thanks for the CC notes. I just heard the replay. I was dissappointed that Intels tone was optimistic about almost everything except what matters most - the top line (revenue) forecast for Q4. Maui.

To: Tony Viola who wrote (145470)	10/16/2001 10:55:53 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - Re: "Flash sales were up a little. AMD expects down $100M, therefore believe gained market share (Andy B.) DUH! - Believe gained 2% market share in CPUs vs. AMD (unless AMD totally gave them away in the quarter. Who knows on that one)." In the words of Milo Moron - SWEET !! Paul