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To: dougSF30 who wrote (201692)	6/12/2006 2:26:54 PM
From: Joe NYC	Respond to of 275872

Doug, You're saying that the Inq made up those quotes? Do you think Marketwatch lied too? I gave you direct Bryant and Otellini quotes contradicting the pre-digested stuff. Yeah, there are contradictory things that come out of Intel executives, as preference of the Intel executives is to mislead (without going on record with an explicit lie). Well, unless pressed. So I look for grains of truth when Intel executives are pressed. Joe

To: dougSF30 who wrote (201692)	6/12/2006 2:31:48 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Well, there's the proof that Google has NOT decided on Woodcrest yet: Anand Chandrasekher, Intel's general sales manager, said Yahoo Inc. is deploying server-based systems powered by Intel chips and is evaluating purchasing its Woodcrest chip. He would have hyped Google instead, if they've already decided. Petz

To: dougSF30 who wrote (201692)	6/12/2006 6:32:15 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Guess you didn't notice, that "we're gonna burn inventory" article is dated six weeks ago! How successful is the "inventory burn?" Are Intel's inventories down? If they are down at the Q2 CC, it will be because of an inventory writedown. If he really wants to burn off inventory, why is he waiting for Conroe intro to lower prices on Netburst? Shouldn't he be getting rid of all those parts he's [supposedly] not going to be producing anymore before, not after Conroe? The only reason to pre-announce a price cut and simultaneously HYPE a future product is to push demand into Q3 so that he can declare a Core 2 "victory." o- a "Core 2 victory" with Core 2 < 3% of Intel sales in Q3 o- a "Core 2 victory" despite it being easy to find 90nm netburst with date codes after July 23. BTW, I think the July 23 price cuts may actually allow Intel, in Q3, to get back to its Q1 market share, 78%. Certainly possible. Petz

To: dougSF30 who wrote (201692)	7/20/2006 2:01:08 AM
From: Petz	Respond to of 275872

Hey, Doug, what do you say about this claim, 12 weeks ago, by Intel's brass: Top executives at Intel Corp., acknowledging some recent setbacks, said Thursday the company plans to [1]burn off excess inventory, finalize plans to restructure the business, and [2]win back market share for its computer chips. Message 22535072 marketwatch.com 1. Inventory UP 2. Market Share (revenue) drops over 1% Oh, I get it, that was the plan for 2007. inventory burn? Petz