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

To: ComradeBrehznev who wrote (134314)	5/6/2001 11:00:53 PM
From: Elmer	Respond to of 186894

I thought intel's .13 was just delayed until q1 2002 due to manufacturing equipment availability. Didn't they just announce that? No everyone in the world announced it except Intel. EP

To: ComradeBrehznev who wrote (134314)	5/6/2001 11:16:27 PM
From: dale_laroy	Respond to of 186894

>I thought intel's .13 was just delayed until q1 2002 due to manufacturing equipment availability. Didn't they just announce that?< Well, the equipment manufacturer announced delays, but I doubt if this would affect the launch. The Tualatin launch should go off as scheduled. If there is a problem, it will be reflected in the Q4 ramp of Tualatin and the Q4 launch of Northwood. Intel could end up launching Northwood at the same 2.0 GHz speed grade as Willamette and charging a premium for it in order to keep demand for Northwood relatively low for about a quarter. In my opinion, if the equipment delay is real, and endemic, both Intel and AMD will benefit, because total processor production will ramp slower.