Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: semiconeng who wrote (154423)	1/9/2002 8:32:35 AM
From: Charles Gryba	Read Replies (1) \| Respond to of 186894

semi, do you think we should sell some intc puts? ( I am serious ). C

To: semiconeng who wrote (154423)	1/9/2002 9:03:21 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Shoot, 20% more demand than you can fill Do you think that the motherboard manufacturers produced those boards absent guidance from Intel that there would be chips to go in them? Doesn't this confirm yields below expectations?

To: semiconeng who wrote (154423)	1/9/2002 10:47:10 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Semi, Re: "Ya know, all during Q4, intel was cranking their 0.18u Willamette for all it's worth, and was banging out Northwood in Oregon and California, and they STILL couldn't keep up with demand. Shoot, 20% more demand than you can fill. I have a feeling that intel's Q4 results are going to surprise people...." With all the chips being manufactured, Intel must have broken their 20M unit commitment for the year that they made back in Y2K. I remember Niceguy bawling on the AMD thread a few months ago about what a farce Intel was because they couldn't nearly meet commitments on the "loser" Pentium 4. Now Intel has surpassed their commitments, even despite a slow year for them. I should see if I can find Niceguy's old post.... wbmw