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

To: fingolfen who wrote (150160)	11/28/2001 5:34:17 PM
From: GVTucker	Respond to of 186894

fingolfen, RE: My question is, did he predict it in September, or did he "predict" it this morning when he released the report? Also, how does he know he has all of Intel's resist and silicon vendors? How has he incorporated the new 0.13 micron process? How is he dealing with the 300mm process? He did indeed predict it in September, although not with quite the confidence that he exhibits now. And again, as I have pointed out, a rather large question mark here is the validity of his data. I have no idea who his "industry sources" are. I don't think that he's adjusted his work for either 0.13 micron process or 300mm wafers, although when you look at monthly sequential data, I think that you're overstating their impact.