Dan, Re: "my point was that, within a year of introducing .13, they won't have (in terms of percentage revenue or profits) much production that isn't .13."
Sure they will.
Intel introduced .13u manufacturing in May, 2001. In May of this year, 2002, "within a year of introducing .13u", Intel will have significant .18u production. McKinley, just having been launched, will be on .18u. Foster MP, soon to launch, will be on .18u. X-Scale, the majority of Intel's flash production, networking and communications, PC and server chipsets, etc, will all be on .18u. And don't forget Willamette, which will still have a presence in the market for another few quarters, will also be on .18u. And, if rumor is correct, and the next Celeron will be Willamette based, then that, too, will be on .18u.
Re: "In other words, lines that aren't brand new, or at least updated in the past year, aren't responsible for much revenue production or significant profitable production."
For this entire year, which is one year after the launch of Intel's .13u process, they will still be getting massive amounts of revenue from it.
wbmw |
