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 34.50

+2.6%

Nov 21 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony Viola who wrote (147167)	11/8/2001 2:31:08 PM
From: andreas_wonisch	Read Replies (2) of 186894

Tony, Re: [0.13 micron] Sanders said they are not in production, expect to see first silicon this quarter. You must have misunderstood Jerry here. Dirk said earlier that AMD already has working samples of Thoroughbred (0.13 micron Palomino) and that they plan to ship engineering samples to OEM customers this quarter. Production shipments will start in Q1, targeting mobiles first. Desktop will follow in Q2. AMD doesn't have first silicon on Clawhammer yet (maybe that's what you mean) but they expect to get it this quarter. "Real" samples will be available in the first half of next year. If you apply the rule of thumb that between first silicon and production shipments is at least a year, you can expect Clawhammer in very late '02 at best. BTW, overall I think the conference was quite positive on technology but disappointing on financials. Many had hoped (including me) that AMD would already turn back to profitability this quarter. Also it's disappointing that flash is doing so poorly while other flash manufacturers (e.g. SSTI) see growth this quarter. Andreas

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next