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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST

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To: milo_morai who wrote (137060)6/9/2001 1:58:04 PM
From: Dan3  Read Replies (1) of 186894
 
at the same time, the roadmaps also show that the 1.20GHz and 1.13GHz Pentium III, which Intel had confirmed to us would be released in Q2, has fallen back to Q3, casting doubt on whether we shall ever see them now.

These parts are .13 Tualatin products, and, again, pose the question whether Intel is having problems with its new process technology.

theinquirer.net

Moving to copper is difficult, and moving to .13 is difficult. Moving to both at once can't make the job any easier.

IMHO, there's also a good chance that this move was strategic, rather than the result of technical issues. Why waste a fairly significant new product intro on a quiet market? Intel could just be holding back a month until significant volumes of mobile A4's start shipping, they they'll have a "new" product to grab the spotlight.

The other factor could be that the typical new product introductions of late (the "trickle" intro) could have the effect of Osborning existing mobile PIII sales, or driving customers to AMD products, so they want to run down inventories of the old chips, and have plenty of the new ones ready for the intro.

Or maybe they did hit a snag with .13 on copper.

Regards,

Dan

PS - Classic, FUD post eh? In the true, original sense. :-)
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