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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: semiconeng who wrote (22869)	12/18/2000 6:35:36 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Semi, I find it interesting that more people know (or claimed to know) about the internal workings at Intel, the more they are wrong (on the optimistic side) about the actual outcome. Joe

To: semiconeng who wrote (22869)	12/20/2000 2:13:41 AM
From: Charles R	Read Replies (1) \| Respond to of 275872

<----- Of course it sucks wind on CURRENT Benchmarks. Any new chip that comes out takes time to optimize. > By the time Microsoft optimizes Windows for P4 it may be 2003 if not later. <Perhaps you haven't been reading Tom's lately:> I have read upto Tom's final recount. As far as I can tell P4 still underperforms on mainstream applications and Tom still thinks it is a novelty part. <-----Ummmmmm I hate to break this to all those that are wishing bad things for intel, but Merced has been in production ramp at Chandler Az's Fab12, and Israel's Fab18 for quite some time. > Going from one wafer a day to 2 wafers a day, huh? <There will be PLENTY available upon launch, which has been widely reported as Q2. How do I know....? I just do. > So, Mr. insider, just what is your definition of plenty? 10ku? 100Ku? 1Mu? <-----Sorry, but your assumtion about Itanium is incorrect. I would let your assumption about my lack knowledge of Itanium slide if you were not around the last time just before I left, but i recall you were. > That you consider Itanium to be in production tells me you are way out of your depth on what is considerered production. Even Intel officially says it is Pilot production. <Yes It's occured to me that it will be a limited part, but the numbers far exceed that. > Far exceed what? <Yes, I know EXACTLY how many need to be produced to to make itr break even, ..> And you still like the program? <...do you??> How about several orders of maginitude more than Itanium will ever ship? <I thought this was a place where people could express their viewpoint. > Yes, it is. <Far be it for me to stay somewhere, where I'm not wanted. > This is a public thread so you are very welcome to keep contributing. I just wished you could be a little choosy about posting the stuff you know and cutting the trash on the thread and looking good.