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Technology Stocks : Intel Corporation (INTC)
INTC 36.33+0.4%1:11 PM EST
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To: Paul Engel who wrote (100662)3/11/2000 11:32:00 PM
From: Rob Young   of 186894
 
Paul,

In all fairness .. going back and looking at Linley's
piece .. it does seem a little clearer:

This may not be a mis-statement:

"More than 20 major system vendors and six operating-system vendors are committed to delivering IA-64 products when Itanium (code-named Merced) begins shipping next year."

If you consider what he writes in the next paragraph:

"After several slips, Itanium achieved first silicon in
August 1999; prototypes are functioning well and are currently available. First production shipments will be in 2H00 at clock speeds of up to 800 MHz."

So, they get enough parts in the hands of the few folks
that are interested so they can bang away at them, make
sure their boxes work and then 1Q2001 they go "volume"
and ship volume parts...

After all, everybody is designing their boxes and testing
but you can't do a whole lot of verification if the parts
you are working with now are running at 400 MHz (timing,
etc.) besides what do you do for memory system testing
if your CPU is running half-speed? So Intel ships 733 MHz
parts in October but no one is shipping a box in November.
They go volume with Itanium in 1Q2001.

I mean what else for a plausible explanation? He surely
proofreads his write-ups and to have the 2H00 Itanium
production statement AFTER the "next" year part, seems
deliberate to me. Since Linley has been following
Merced since the beginning, (see photo link and his
comments) Intel has been gracious to let him break
Merced "good" news and Merced "bad" news... If I recall
correctly, Linley let the world know that Merced slipped
to 2000. Here he gets to do both, see red highlights:

"We [what does he have a mouse in his pocket?] have increased our projections of the chip's SPEC_base performance to 50 int and 80 fp." Later:

"market share in excess of 60% by 2003."

Perhaps Linley is telling the world and dog, "don't expect
an Itanium box this year." What do you think?

Rob
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