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To: Joe NYC who wrote (151415)12/6/2001 7:15:57 PM
From: Tenchusatsu  Read Replies (2) | Respond to of 186894
 
Joe, <What is the estimate for X-Box units this Q?>

My WAG would be half a million.

Tenchusatsu



To: Joe NYC who wrote (151415)12/6/2001 7:21:20 PM
From: andreas_wonisch  Read Replies (2) | Respond to of 186894
 
Joe, Re: What is the estimate for X-Box units this Q?

Microsoft can manufacture 27,000 X-Boxes a day in Flextronic's Guadalajara fab. And since initial reports are claiming high demand for X-boxes you can expect up to 1 million X-boxes in Q4 IMO. Maybe even more.

Andreas



To: Joe NYC who wrote (151415)12/6/2001 11:31:38 PM
From: Jim McMannis  Respond to of 186894
 
RE:"What is the estimate for X-Box units this Q?"

I'd say >1.5 million. That ought to boost share % point or more.

Intel doesn't give a breakdown or ASP. If they gain share they will point that out, be sure of that. No Analyst will ask how many x-box chips in the mix or how much they sold them for, Intel is safe...

Jim


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