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

To: semiconeng who wrote (154429)	1/9/2002 12:23:50 PM
From: Ali Chen	Read Replies (3) \| Respond to of 186894

"Nope, because I know that they're not. I think the turn around took everybody by surprise. Most analyists are predicting sales above intels estimates. Does that not confirm yields are above expectations?" Weak thinking. Who the heck are analysts and what kind of information do they have? You Intelopers treat them like dirt when they call for bad things at Intel, but now suddenly they become a good indicator... Can we have some consistency over here please? On the other hand, OEMs have agreements and contracts with Intel, and plans for quantities accordingly. Clearly Intel failed to supply expected volumes. This is a documented fact, and how could anyone try to dismiss it quoting wishful estimates of financial analysts is beyond any imagination. Can you spell production problems now? Even Elmer estimated yields of 0.18 P4 at about 35% due to standard defect density but large die size. The 35% must clearly blow minds of hairly-pointed managers who apparently planned for no less than 80%. - Ali