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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: TGPTNDR who wrote (60295)	10/25/2001 6:30:43 PM
From: maui_dude	Read Replies (1) \| Respond to of 275872

TG*, wanna_bmw, here's the report I was talking about (posted by dhellman) : Message 16516433 BTW, I was wrong about the 32mill number. The report estimated 32 mill P4 for 2001. Here's the crux of the report about P4 unit shipments : P4 ramp has outstripped our aggressive expectations The speed with which Intel has ramped P4 is remarkable, and has exceeded even our aggressive expectations. Our model shows P4 shipments at 12.5 million units during the third quarter, or 46% of our total estimated unit volume of 27 million units. P3 has ramped down with similar speed. Intel's decision to focus on recapturing market share with the P4, even at the expense of margin, appears to have been the right one - the company clearly has picked up share on AMD during the quarter. AND P4 ramp will continue, and process transition will start As we look into the fourth quarter and 2002, we can be fairly sure of two things. First, Intel will continue to ramp P4. Our new model shows P4 volume at 79 million units during 2002, up from 32 million units this year. We also know that Intel will begin to reap the benefits of its massive investment in process technology as it rolls production over to 0.13 micron manufacturing. Both of those factors should underpin improved gross margin for Intel during 2002. Maui.