Thread,
Gee hope this report is true:
(but i suspect a few crossed wires)
"Mark Edelstone, an analyst at Morgan Stanley Dean Witter, explained that the highly anticipated Pentium IV chip probably
won't outship the Pentium III until 2003. Why? Because that's the way masterful Intel rolls out its chips.
Intel will use the old 0.25 micron process to manufacture the first Pentium IVs. After Intel feels nothing but confidence in its
0.18 micron fabs, it will shift the Pentium IVs into high gear on 0.18 micron.
"Intel's new CPUs are never on the right process. Intel doesn't like to take a technical risk and a product risk at the same
time," Edelstone explained.
Call it a cover-your-butt mentality that has served Intel well.
The Pentium IV is going to be huge, but it will take time," Edelstone said. "A lot of naysayers will say, 'Why do we need it?'
But Intel is the master of driving transitions."
Once Intel gets the P4s cranking on the newer, enhanced 0.18 micron process, hold on to your hats.
"The cost levers on 0.18 and the flip chip packaging are extraordinary. The cost structure gets so much better, driving gross
margins," Edelstone explained of two new Intel breakthroughs in manufacturing techniques, backing up Niles' predictions of
rosy returns for the chip giant. (Morgan Stanley hasn't done any recent underwriting for Intel.)"
Full article at thestreet.com;
PS Lifted from Rambust thwead.
regards,
Kash |
