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Technology Stocks : Intel Corporation (INTC)
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To: Amy J who wrote (94463)12/21/1999 10:00:00 PM
From: Paul Engel  Read Replies (3) of 186894
 
Amy - Re: "With all of this talk about Intel stumbling in delivering products, what's your summary on why this is happening? Is it the result of pulling in dates? "

There is no one single reason.

Coppermine was delayed because of

1. Over-confidence - resulting in tape-out too late to account for any hiccups. And there were hiccups.
2. Early poor-performance signs on the Dixon QS were ignored.
3. A real process screw up on the first Coppermine lots accounted for the bulk of the speed issue and - the problem wasn't even ADDRESSED until about 2 months into the panic cycle - AFTER the delay was announced.

The Camino issue was more of a learning problem - where Intel's engineering and validation of the Camino didn't encompass the entire range of variables that it should have. I attribute this to a learning process - for a new technology - and the learning process was painful. Again, the technology transition form SDRAM to RAMBUS was more challenging than most people anticipated - and certain areas were glossed over.

Now - let's give Intel some credit.

After not being able to get the Coppermine to run at the 600 MHz initial speed grade, they have recovered and are already shipping 800 MHz units - and from what I gather, further speed improvements are already in sight.

Camino issues are resolved.

PC133-capable Solano chip sets are progressing nicely and should allow Intel to meet this launch in Q1.

In summary, Intel screwed up on many fronts.

In perspective, Intel has recovered rather quickly from most of these screw ups, and ought to have addressed all issues by Q1/2000.

The excellent execution on the MERCED/ITanium front - after an initial 6 month delay - is being totally ignored - by the AMDroids, by the Intel critics, and investors. Because this is not yet a shipping product, it doesn't offset the above mentioned negatives.

Paul
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