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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (71873)	5/28/2002 3:25:19 AM
From: Chispas	Respond to of 99280

Steve, you're absolutely right... It's always amazed me how Intel's website never mentions these things... appzone.intel.com

To: Steve Lee who wrote (71873)	5/28/2002 5:30:43 AM
From: LTK007	Read Replies (1) \| Respond to of 99280

Thus far futures indicating an attempt to get a traditional day after memorial day ramping. With NDX futures at plus 13 above Friday's close and SPX 4.5 above Fridays close .But anything can happen after 6a.m.. Dollar now at 112.42. If this were break 112.00 this week, that would be a key support broken, if i remember correctly, need check chart.

To: Steve Lee who wrote (71873)	5/28/2002 5:41:00 AM
From: Alex Fleming	Read Replies (2) \| Respond to of 99280

Hi Steve, No surprises here as far as desktop chip prices. These have been on the roadmaps for a number of months now. Even the server Xeon part at 2.2 Ghz comes into the $250.00 range this month. The real surprise is the mobile pricing but the fact remains is that there is almost no difference in performance between the older PIII-M and the newer P4 mobile chips so it is hard to charge a significant premium. The key here is if the next round of P4 price cuts come sooner than expected and that all depends on AMD's ability to ramp their 0.13 micron production. There is lots of speculation that this is not going so well. Regards, Alex