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

To: wanna_bmw who wrote (146305)	10/30/2001 7:10:39 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

BMW, >>>- Intel to ship a 3GHz part in 2002 Otellini said 3.0 GHz in 2002, but later said it was an internal goal, and implied "high 2s GHz" would definitely ship. Tony

To: wanna_bmw who wrote (146305)	10/30/2001 8:05:20 PM
From: AK2004	Read Replies (2) \| Respond to of 186894

bmw re: - Accounted for 24% of Intel's channel CPU units in September (will be >40% in Q4) 24% in September would imply less than 24% for the quarter. Intel shipped 4x from the prior quarter so I would guess 15% average would be a good number. Paul's assumption of 8mil p4s would then imply 8/.15~53 mil for the quarter and total market share 53/.84~270 mil chips. If we take ML assumption of 27mil for the quarter then that would imply 27.15~4 mil. Does that mean that Intel sold 1mil or less p4s in prior quarter? ??? Regards -Albert