Kash, shipping 10m units at, say, $500 ASP (it will be the top line processor, right?) would be $5gig revenue. That would be, at this point, and moderately likely at that point, a majority of Intel's overall revenue.
"When does it become the economic center of gravity and when does it become the
unit volume center of gravity?" asked Bill Siu, vice president of Intel's Architecture
Group. "It won't be in 2001."
In 2002, the Pentium 4 will start to overtake the Pentium III in terms of revenue, he
said, but "in terms of units, it will be longer than that."
Maybe they're sandbagging. It's a big sucker, though. Sandbagging on performance and production capacity, both? Pretty crafty, I'd say.
Cheers, Dan. |
