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

To: Elmer who wrote (145906)	10/23/2001 1:36:59 PM
From: Tony Viola	Respond to of 186894

Nice little deal for IBM - Intel notebooks in the land "Down Undah"! Some Intel based servers mentioned in there also. dailynews.yahoo.com TV

To: Elmer who wrote (145906)	10/23/2001 1:41:00 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

Do you mean is Intel building inventory prior to release? I'm sure Intel is building inventory, but the question is "how much inventory." Is this going to be a 100KU release, a 250KU release, or a 500+KU release? Benchmarks are already showing up a full three months before release. This implies a favorable supply situation come Q1 in my book. You already know the answer to this one don't you? I have my suspicions, but I haven’t personally seen a strip-back. AMD wouldn’t be pushing so hard for SOI unless they’d already eaten up most, if not all, of their 0.13 micron node gate length budget. Without 193nm, you don’t get appreciably below the 70nm Intel is already reporting for 0.13 micron, I don’t care what trick you’re using. Indications are therefore that AMD has already burned gate length for 0.13 micron and is betting the farm on SOI.