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

To: Tony Viola who wrote (155559)	1/15/2002 6:31:17 PM
From: Tony Viola	Respond to of 186894

Q&A GM improvement outpaced revenues gain. How so, expect to continue? Cost savings continue, etc., etc. Didn't get this one well. Charlie Glavin: yields on 0.13? Bricks and mortar growth? Wouldn't give a yield number (DUH) but mentioned better and better production happening. Logic growth: capacity put on line last year will allow logic growth this year. Big benefit from 300 mm, allows more spending on equip., less on buildings. Note: that's the attention I was looking for to for the "lower capex" spending, wish it was emphasized more. Soundview Scott Randall: Revs for Q1: any inventory changes? Need to build up inventories some, mentioned before. Consumer vs. corporate. Repeated that inventories are lower than should be. Consumer vs. corporate, Paul, waiting for Fortune 500 resurgence, not seeing it yet. Question on 3G chipsets phone sales for Intel. Andy didn't know. Products are there, waiting for market. Osha: Q4 200mm vs. 300mm split? Any 200s converting to 300? 50% in mid year 2002. Conversion or not depends on economy. Andy would like to convert. Damn Niles: great enviro in Q4, demand outstripping supply. ASP expectations? (Outside of X-Box). 6.4B seems really conservative. Why? Gave the seasonal answer. Paul on ASP: 4 pieces, notebook, server, desktop (premium and low cost). P4 mobiles coming cause some slowdown in PIIIs now. Server chips coming up, but from a very low base. Buffering. Missed a lot of this one. Why not better GM improvement in 2002 with ramp of 0.13 and 300mm. Andy: It could be better, but 300 mm is really a 2003 thing. P4 die being bigger still hurts some. Andy would be happy if costs could be held through 2002. ASPs? We'll see. Units Goal for P4? Paul: UP A BUNCH. 0.13 P4s into the millions this Q, 0.18 P4s stays in the millions this Q also. As Intel drove P4 into the desktop last quarter, need to drive P4 (type chips) into notebook and servers this Q. Desktop and mobile % mix? Reason for pulling 845G into Q4. No answer on first (DUH) but mobile dropped slightly. 845G ist half this year. It is extremely healthy, allows one mobo for Celeron and ? Any double ordering of P4? Paul: no signs of that, no excess inventory around anywhere. J. Joseph: Q1 outlook, guided low and hit high for Q4, how about Q1, basically he asked if Intel is being too conservative. Andy says still fully booked, but seeing seasonal activity. (I think he's favoring the season activity vs. the fully booked factor). What % of capex in 01 was equip: 50%. 02? Still 50%.