Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 45.07

-17.0%

Jan 23 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John F. Dowd who wrote (108059)	8/23/2000 8:36:06 AM
From: Dan3	Read Replies (3) of 186894

Re: We know it is a demand problem as INTC has been cranking out Xeon cpus for some time now. Hard to believe that they can't continue to make them at the same yields as before. Don't be so sure, Intel is presently shooting for faster speeds from the Xeons instead of the previous 500MHZ or so. Remember what happened when AMD used slightly more aggressive feature sizes to target its large cache K6's at 500MHZ instead of 400MHZ? Yields collapsed. The same thing could have happened here. Xeons faster than 700MHZ (I mean real Xeons, not relabled P3s) were cancelled at the last minute recently. That could have been due to all the 700 plus wafer starts resulting in failure. If there had been a 50/50 mix of old mask / new mask starts, Intel would find its total product available for sale reduced, and no product available above 700MHZ - which is where we seem to be right now. Dan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next