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To: Tony Viola who wrote (163951)4/16/2002 5:48:53 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Paul O.

Americas now less than Asia Pacific as % of overall pie. 33 vs. 36.

Inventory up but well within guidelines.

ASPs up because of richer P4 mix, some mobiles and servers effect.

Held market segment share in the quarter.

0.13 health continues to exceed expectations, excellent yields at 2.0 GHz and above, moving sweet spot to 2.0 GHz.

Server growth up in quarter.



To: Tony Viola who wrote (163951)4/16/2002 5:49:02 PM
From: Jacob Snyder  Respond to of 186894
 
Thanks. So, it's the same story as TXN just told: the bottom is in, fundamentals get better from here on out, targets will be met or exceeded, guidance is being raised.......but capex will be lower than last year, and isn't being changed. I'm considering a short-equips/long-semis strategy.


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