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Technology Stocks : Intel Corporation (INTC)

INTC 48.31

-0.8%

3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (183946)	4/2/2006 12:10:28 PM
From: Dan3	Read Replies (1) of 186894

Re: Still the puzzle is what is AMD getting from Chartered ? They're getting capacity. They're ramping it at the same time as FAB 36 because it lets them leverage their investment in fabrication technology and their demand is growing more quickly than they can ramp FAB 36 (the lead time for tool orders can be well over a year). Here's another puzzle for you - Intel has just started shipping Pentium 6XX family chips made using their new 65nm process. But while the 90nm parts clocked up to 3.8ghz, the 65nm parts top out at 3.6ghz (so far, at least). What's up with that? It almost looks like, when it comes to volume production, Intel's 65nm process isn't much better than its 90nm process. theinquirer.net pricewatch.com Intel has developed quite a habit of promising the moon and delivering moldy cheese. Remember all the talk about Core Duo (Yonah) coming out at 2.33 to 2.5ghz (maybe 2.67), thanks to the 65nm process? Now it's a couple months after they shipped "1 million parts in January" and Samsung has Pre-Announced that someday they'll ship a 2.33ghz part? theinquirer.net reghardware.co.uk theregister.co.uk Meanwhile, AMD didn't let out a hint or a peep when the expectation was that 2.4ghz was the limit for dual core on 90nm and 2.6ghz was their limit for single core until 65nm. As recently as a month ago "everyone knew" that 2.6/2.8 was the limit for AMD till 65nm and they needed (depending on which "eveyone" you talked to 105w or 125w to get to even that: gamepc.com This month AMD will quietly ship 95w 2.8ghz dual core and 3ghz single core parts on their 90nm process - but they don't want to make a big deal about it because they're already facing more demand than they can supply. Both below the 125w power limit and both below the 105w power limit that "everyone knew" AMD needed to support Athlon 64 at high speeds.

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