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To: wanna_bmw who wrote (60332)10/25/2001 7:10:08 PM
From: maui_dudeRead Replies (1) | Respond to of 275872
 
BMW, Re : "I think Osha's full of it."

Do you mean w.r.t his P4 shipment prediction ? (Personally, I am not too fond of Osha's prediction myself).
However, He seem to have come up with this number from Intels CC. If you combine the two intel comments : 'The crossover point happened between P3 and P4 in Q3" and "we'll double our P4 shipment in Q4" would translate into 30mill+ 2001 P4 shipment. No ?

Maui.



To: wanna_bmw who wrote (60332)10/25/2001 7:35:22 PM
From: Jim McMannisRead Replies (1) | Respond to of 275872
 
RE:"You know me: I'm pro-Intel, but I'd like to think I have reasonable reasons to be."

There are reasons to be. I just how that you don't try to imitate Paul/ELmer/Yousef and mix in the legitimate reasons in with the FUD...

Jim