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

To: maui_dude who wrote (125358)	1/18/2001 12:39:08 AM
From: Andrew Shih	Read Replies (3) \| Respond to of 186894

P4 requires dual channel RDRAM. Thus, 20 million P4's need 40 million memory modules. Anyone have an idea how many were produced in 2000? Any capacity numbers? I don't doubt that Intel has the ability to ramp. But to get to 20 million units in 2001, it's going to look something like the following: Q4 '00 - 100k Q1 '01 - 1 million Q2 '01 - 3 million Q3 '01 - 6 million Q4 '01 - 10 million If they expect the P4 to overtake P3 in sales, wouldn't it have to get to around 20 million units per quarter? Is there anything close to this much capacity w/ RDRAM? -Andrew