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

To: wanna_bmw who wrote (163070)	3/28/2002 2:12:35 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

(This will be the first? What happened to the "production" that had apparently started at the beginning of the year? Were there any other 300mm .13u "production" products?) Well let's see.... Intel makes two products on .13u. One is NorthWood and the other is Tualatin. So if it wasn't NorthWood then... Hmmmmmm.... This is a tough one! EP

To: wanna_bmw who wrote (163070)	3/28/2002 4:27:20 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 186894

Traded like a turd at the end of the day. JFD

To: wanna_bmw who wrote (163070)	3/28/2002 9:33:12 PM
From: Doug M.	Read Replies (1) \| Respond to of 186894

wanna, how do you think that 2.4Ghz P4 will stack up with AMD's latest and greatest if the P4's paired with DDR?? just checking, Doug

To: wanna_bmw who wrote (163070)	3/30/2002 2:04:37 PM
From: TGPTNDR	Read Replies (2) \| Respond to of 186894

Wanna, Re: <Separately the spokesman said shipments of Intel's P4 in the first quarter of 2002 were ten times the amount shipped in the year ago first quarter.> Sounds like P4 shipments are dropping fast. That's 7.5M by your estimates from last October. Let's assume they can do this. In this case, my numbers are optimistic. Intel said 20 million Pentium 4 CPUs in 2001. When the economy went south, they said that the number may have been too aggressive, but with Breakaway, I guess it's possible once again (I thought they may actually break past this number). Arbitrarily, the numbers could go something like this. 750K in Q1 1.5M in Q2 (2x Q1) 6M in Q3 (4x Q2) 12M in Q4 (2x Q3) For a total of just about 20M CPUs. Message 16559242 Your sales estimates keep running into problems. tgptndr