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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (109048)	8/30/2000 7:22:09 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Kash, what are you ranting at me for? I was just asking for clarification of a post. Tony

To: kash johal who wrote (109048)	8/30/2000 10:22:01 PM
From: Tenchusatsu	Respond to of 186894

Kash, <It is lumbered with DUAL rambus channels.> That could be a plus. Pentium 4 is initially targeted at the workstation market, and there was a recent report saying that 75% of all workstations sold this year come with RDRAM. SDRAM will be necessary once Intel cranks up Pentium 4 volumes with Northwood. <Something STINKS at INTEL's fabs. They allegedly have MANY 0.18 FABS. PIII and celery's have a die size of < 100mm2. They MUST YIELD > 200 Good DPW. At 30M pcs/qtr that translates to only 150,000 wafers/qtr or only <40K wafers/mo. Megafabs do 20K wafers/mo.> Process Boy explained this to me. There is one megafab dedicated totally toward Coppermine production. The other fabs doing 0.18u production are either small, dual-chartered, or a little late ramping up. In other words, yields are fine, but Intel missed demand. That was caused by a misjudgement by management, which was your original point anyway. <Intel launched a processor 30 days ago. And only about 10K units were shipped per Intels NO 1 ANALYST (asshok). On 10M units/mo that translates to introducing a product that yields approx at 0.1%. This is a CLEAR management FIASCO because the descision was made by senior management.> There's no excuse for this mistake, I'll give you that. <HUGE die size 215 mm2.> Big deal, Athlon debuted at 180 mm2, and it didn't even have an on-die L2 cache. Pentium II debuted at around 200-something mm2. New Pentium cores usually debut above 200 mm2, and then process shrinks will eventually reduce the die size to something more suitable for high-volume production. <I wonder when the last time he [Craig Barrett] rolled his sleeves up and went to the lab and actually talked directly to the engineers and first level managers. My suspicion is NEVER.> I doubt your suspicion is true, but I do agree that Barrett could do more rolling up his sleeves, if possible. <And i recall that grove et al used to have open office where anybody could come over and talk. The culture has inevitably changed but some of the old baseball bat, open office approach may be called for.> The open office policy is still in place. I don't know about the baseball bat, though. If I were in management, I'd be *very* tempted to use the baseball bat, or at least some other blunt wooden instrument. Tenchusatsu