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Nitt

10/15/02 6:58 PM

#1687 RE: Elmer Phud #1686

re:'Intel will release the first server chip in Q4 using advanced manufacturing technology"

A Xeon will be released on .13 faster and bigger cache.

Nitt

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fowler

10/15/02 7:10 PM

#1688 RE: Elmer Phud #1686

Elmer,

I half listened. They blamed the GM miss on more desktop chips (taking 3% share from their competitor), while mobile and server (higher GM's) were soft. Also said that they couldn't get the expected cost savings from the manufacturing guys.

Nothing positive on the demand front.

John