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 : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: sylvester80 who wrote (56583)	10/4/2000 3:23:01 PM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Sylvester, You said that P4 production was going ahead of expectations. I pointed out to you that you do not have enough information to make that statement. You are an extremely irrational person. Scumbria

To: sylvester80 who wrote (56583)	10/4/2000 4:57:40 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi sylvester80; Re Intel's plans for ramping P4... The numbers from the "leak" seem pretty good to me, other than the severe reduction in volume when converting PIII to P4 lines. But there are a lot of other parts required to ship a P4 system. Three other problems could be in getting enough of the i850s, the RIMMs, or the motherboards. -- Carl

To: sylvester80 who wrote (56583)	10/4/2000 10:12:53 PM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Sylvester, Again, you have no clue about P4 quantities. From an Intel fab guy: Unfortunateky it's not likely going to happen. Defects don't know what kind of a die they're killing. I am neither confirming or denying PIII sort yields but if PIII is at 80%, then P4 would be lucky to be at 50% on the same process. 70% for P4 with it's large die is not possible on this process, unless P3 jumps to 90%+. Message 14515611 I'm still waiting for you to get anything right. Scumbria