Weak thinking. Who the heck are analysts and what kind
of information do they have? You Intelopers treat them
like dirt when they call for bad things at Intel,
but now suddenly they become a good indicator...
Can we have some consistency over here please?
---I guess we'll know who's right in about 1 week.
On the other hand, OEMs have agreements and contracts
with Intel, and plans for quantities accordingly.
Clearly Intel failed to supply expected volumes.
This is a documented fact, and how could anyone
try to dismiss it quoting wishful estimates of
financial analysts is beyond any imagination.
---Or, on the other hand, OEM's could have ordered as they normally do, based on a future delivery date. They adjusted their orders and lines for the slowdown, and then the turn around came. They ran back to intel and said give me more right now, which is now unavailable. Clearly intel failed to supply adjusted expectations. Of course no OEM's would admit they underestimated. Far easier to blame the supplier. That's also an explanation, but of course that reason is not as much fun to Droids, as imagining intel has problems.
Can you spell production problems now? Even Elmer
estimated yields of 0.18 P4 at about 35% due to
standard defect density but large die size. The
35% must clearly blow minds of hairly-pointed
managers who apparently planned for no less than 80%.
- Ali
---Har Har Hardee Har Har. If Elmer said that, Elmers wrong. Elmers not a Semiconductor Process Engineer. And if 80% was all that was expected, then those managers are also wrong.
---But I don't expect any of this to change your mind. And ya know what? I just decided that I don't care what you believe. Even better..... Please continue to spread your FUD..... Especially on that other thread.
:-)
Semi |
