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

To: wanna_bmw who wrote (151406)	12/6/2001 6:29:07 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Wanna, the one CC question/answer I feel not so sure about was: Hans Mosesmann: 0.13 crossover? Andy, no change, first or second quarter, in a chart we don't get to see. Again, on track. This was about when 0.13 would cross over 0.18 in total chips volume I assume. Q1 or Q2 sounds too early to me right off the top. Have any feel for that, or did you get it? Of course, there's always the replay. Tony

To: wanna_bmw who wrote (151406)	12/6/2001 6:37:51 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

wbmw, - Cost savings question: why doesn't .13u appear to have much cost savings by the end of 2002? Answer is that transition to larger Pentium 4 die almost cancels out the benefit of .13u manufacturing. There was an argument here about Intel's investment so much $$$ in .13u capacity. The Intel side said "we will bury you" with this $$$ and capacity (as usual). I said that the spending is the penalty for inefficiency of the P4 design. Joe

To: wanna_bmw who wrote (151406)	12/6/2001 6:54:35 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Beamer - Re: "- Claims market share gains in October, and that they will hold these gains until the end of the quarter." Can't wait for Ban Ban Liar Dan to MATHEMATICALLY POROVE that Intel is LOSING CPU market share ! Paul