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To: GVTucker who wrote (91643)11/3/1999 6:07:00 PM
From: Process Boy  Respond to of 186894
 
GVT - <Coppermine is just fine, according to Osha. "Much has been made of the fact that Intel is supply-constrained on its Coppermine prodcuts>

On the AMD thread, anyway.

<which the company clearly is.>

OK, demand is good, I think, unless Intel can't make these things. Continue on, Joe.

<That is to be expected given how early Intel is in the ramp>

Ramp, in this case assumed to be line on a positive slope over time, i.e., output should increase at some rate over time. At the early point of a ramp (left side of graph), output is something less than what it would be at full capacity (right side of graph).

<of Coppermine--the question to be addressed is whether Intel is behind where it expected to be.>

What's the answer Joe!?

Clearly, the answer is no...[ speculative estimate omitted ].>

I.e., Intel is reiterating what it said at the CC. Supply is tight due to demand, and Osha believes his output estimates will be met for the Q.

Thanks for the report GV.

PB



To: GVTucker who wrote (91643)11/3/1999 9:51:00 PM
From: John F. Dowd  Read Replies (1) | Respond to of 186894
 
GVTucker: "To the extent that Intel continues to edge away from its commitment to Rambus we are pleased--the company does not need to gate its processor sales by tying them to a memory architecture that it cannot get the market to support."

I guess the people who drove RMBS up 18 today don't concur JFD



To: GVTucker who wrote (91643)11/4/1999 12:35:00 AM
From: Amy J  Read Replies (1) | Respond to of 186894
 
RE: "No question, he thinks it is demand in general."

Hi GV Tucker, in the CC they said they were seeing healthy demand across all product lines.

The only blip was Japan, where they said competition was tough in this region due to foreign competitors. (Why didn't one of the Analysts ask, "which competitors?", "how much competition?", "how bad?")

Amy J


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