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To: AK2004 who wrote (64353)	11/26/2001 4:09:47 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

Yeah demand is high and yields are high, cut prices. LOL

To: AK2004 who wrote (64353)	11/26/2001 4:50:46 PM
From: crazyoldman	Read Replies (2) \| Respond to of 275872

Albert, Salomon Smith Barney (Jonathan Joseph... Got to love it!!! In general, prices of the XP family have been holding up quite well-- for example the Athlon XP 1900 was trading at $242, or only a 9% discount to Intel's P4 1.9GHz processor, in spite of running at only 1.6 GHz. Some of our disti contacts report that the XP family accounts for almost 90% of their AMD CPU sales already, which should lend downside support to pricing for the company this quarter. Kindest regards, CrazyMan

To: AK2004 who wrote (64353)	11/26/2001 4:57:52 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Albert, Re JJ semi beat -- Looks like JJ figured out that P4 hasn't made it to 50% of intel sales just yet. Now the P4 is running very tight, with the company likely to upside our 12 million P4 unit forecast for Q4 (we are forecasting overall units of about 30.4 million). (in numbered paragraph 2) Seems to me that at one point JJ had P4 at 12M in Q3 didn't he? tgptndr

To: AK2004 who wrote (64353)	11/26/2001 7:37:31 PM
From: f.simons	Read Replies (1) \| Respond to of 275872

Re: seems the leader is cutting later than expected by smaller amount than expected; could it be that the leader is hurting as well? Albert- Did you read the whole report? Joseph implies that the later and smaller cut is a real positive sign for Intel. He expects Intel prices to rise in Q1. He believes competition from AMD has eased. He believes Intel's product line is superior to AMD's. He says Intel has "unchallenged dominance" and that this is good news for Intel investors. He does not believe that Intel will have accelerated price cuts in 2002 like it did in 2001. Demand for the P4 is great. Yields most likely running better than expected as evidenced by speed acceleration. It may be that the "leader is hurting," but this report sure doesn't support that proposition. Frank