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To: Tony Viola who wrote (152435)12/13/2001 6:40:07 PM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Tony - Re: "We found confirmation of this dynamic in Asia last week when we visited major motherboard and other companies throughout the technology food-chain which indicated that AMD products will likely be used less often as Intel product becomes more available."

Looks very promising for Intel going in to the new year - with a new process (0.12 micron) and new "Core" - the Northwood - with new SPEEDS - and new memory/chipsets (i845_DDR).

Paul



To: Tony Viola who wrote (152435)12/14/2001 3:00:16 AM
From: Joseph Pareti  Respond to of 186894
 
re. Analyst Hans Mosesmann, in a research note, said he believes that the current demand strength is more related to Intel P4 shortages rather than true demand for the Athlon XP.

gee Tony, don't tell me that those 6 am "Bob Herb's rallies" are not selling tons of Athlons ? :-)


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