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Maui

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Maui

Re: None

Thursday, 11/20/2003 10:57:21 AM

Thursday, November 20, 2003 10:57:21 AM

Post# of 97833
Intel Analyst meeting :
http://media.corporate-ir.net/media_files/webcast/MS/2003/nov/intel/PSOwebcast.pdf

On one of the Itanium slide (more than halfway in the presentation) say more than 100k units (sold?) in 2003.

Overall both Barrett and Paul O are presenting a reasonably optimistic picture for semi (and Intel) growth.

foils at :
http://media.corporate-ir.net/media_files/Webcast/MS/2003/nov/intel/download.html

Check out the cpu cost trend. Lots of cost reduction moving forward. Realy good news, it seems.

Maui.

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