Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: Gary Ng who wrote (91434)	10/31/1999 2:47:00 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

RE:"With 4 .18 FAB ramping up, how come there is a tight supply ? I thought .18 FAB can pump out much more CPUs than .25 and Otellini would say Intel will ship millions this quarter(Coppermine).".... Maybe Intel is stockpiling, waiting for i820 boards and RAMBUS? <G>

To: Gary Ng who wrote (91434)	10/31/1999 3:42:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 186894

Gary - <This is something that makes me feel a bit uncomfortable. With 4 .18 FAB ramping up, how come there is a tight supply ? I thought .18 FAB can pump out much more CPUs than .25 and Otellini would say Intel will ship millions this quarter(Coppermine).> * - Initial demand for Coppermine exceeded forecast. * - There is a food chain. If supply is tight, OEM's get first dibs. Just the way it is. I personally thought there would be more volume in the distribution channel post launch. There is obviously not a whole lot at the moment w.r.t. the disti's. I have seen some indication on the net that disti's are expecting Coppermine product ~2nd week of November. Otellini said they have shipped "hundreds of thousands to date (four days after launch), and are on track to ship millions of Coppermines by the end of the Q. This suggests to me OEM demand for the Coppermine is extremely high / pent up. * - Otellini stated in the analyst CC that internal production targets for Coppermine are being met. He also said, overall, Intel would meet all demand for Coppermine for the quarter. I'll grant this leaves some room for interpretation, and I would love to prognosticate on when significant volume will show up in the disti channel. However, I'd better just leave it at Otellini's statement. * - Keep in mind, that this is a ramp. I.e., production on .18 is on a slope over time. If you believe Otellini (which I have no reason not to), Intel is on target at this point in time, and volume should increase over time with an aggressive upward slope. * - I wonder how much the Rambus situation has to do with where the volume is going. I have not much better visibility on that situation than you or anyone else on the outside of Intel. * - One thread contributor formulated what I feel is a fairly accurate description of what may be going on now. Unfortunately, I don't feel comfortable responding to the specifics outlined in that post, due to my position. Summary - I wish I could go to Pricewatch and see more than one vendor. I am actually somewhat personally chagrinned that the situation is not different. However, after listening to Otellini Thursday, I am not as concerned that something is radically wrong. I am taking him at his word that demand for Coppermine is higher than forecast, and the resultant landscape in the channel reflects that fact. The next point in time I plan on assessing the landscape is the middle of November. PB