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Technology Stocks : Intel Corporation (INTC)
INTC 34.72-2.3%3:59 PM EST

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To: semiconeng who wrote (134013)5/2/2001 11:07:36 AM
From: dale_laroy  Read Replies (2) of 186894
 
>Better yet, why don't you go on over to that other thread, and spread the word around, that intel's Tualatin is yielding poorly, is delayed for 6 months - 1 Year<

Actually the delay is only 4 months, and entirely due to the delay in delivery of 0.13-micron equipment. LOL

Truthfully, I expect Tualatin to ship on time, or at least as close to on time as the 1.0 GHz mobile P-III. Any equipment that Intel needs for the Tualatin launch should have been delivered before the announced equipment delay. Intel should have no trouble meeting their projections for Tualatin market share in Q3. Of course, if they ramp Tualatin in Q4 as projected, they will have to postpone the volume launch of Northwood, and visa versa.
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