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: Dan3 who wrote (100329)	3/5/2000 11:34:00 PM
From: THE WATSONYOUTH	Respond to of 186894

Re: "There remains the (relatively) large supply of 733 parts, and the apparent severe shortfall at 800. I suppose this is an indication that demand spikes at the high end rather than tapering off, despite the higher prices charged at the high end. (in contrast to what I would guess is a bell shaped speed distribution coming out of the production process)." Exactly - and the center of the distribution for the initial stepping was around 790MHz (no guardband included). To ship 733MHz, you need at least 821MHz assuming 12% guardband. To ship 800MHz you need 896MHz assuming 12% guardband. So if the distribution is near Gaussian with a 3 sigma distribution of +/- 15%, you ship lots of 733s but few 800s. There is no mystery here. At least for most of the wafer starts in the initial stepping, they simply did not have a high enough center target(or they missed it low) to ship significant numbers of 800MHz parts. They could have, but they didn't. They blew it. Intel screwed up. It happens. THE WATSONYOUTH