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

To: muzosi who wrote (150465)	11/29/2001 9:25:08 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Muzosi, you are the expert of taking quotes out of context. Re: "... having yield problems with its flagship product." The actual quote is, "Some said the shortages allowed Intel to offload its inventory of the Socket 423 Pentium 4, which is housed in a 423-pin plastic PGA with a heat sink and rear case fan. Others speculated that Intel was — and still is — having yield problems with its flagship product." Obviously, you decided not to include that it is only a few people that are speculating poor yields, and you pass it off as fact. RE: "... missed an opportunity to boost sales for Pentium 4 systems with SDRAM..." I don't know why anyone would say this. Intel has continued to claim that they sold far more i845 chipsets than they planned, and since i845 is the only Pentium 4 chipset to sell on SDRAM, I'd say Intel took the opportunity to boost sales for Pentium 4 systems with SDRAM. Re: "...Intel lost some market share in October to competitor Advanced Micro Devices Inc. because of the shortage ..." The actual quote is, "In addition, a few motherboard makers said Intel lost some market share in October to competitor Advanced Micro Devices Inc. because of the shortage." You are again passing speculation off as fact. Motherboard manufacturers have little visibility into the entire CPU market. Additionally, some motherboard manufacturers are bound to do better than others. You are taking data from a single point and pretending that it's uniform along the entire data space. So yes, I read the article, and my only conclusion is that demand must be very good for Intel - and that's a good thing. wbmw