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

To: Road Walker who wrote (137378)	6/14/2001 8:46:34 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

The good news (for INTC shareholders, at least), is that the delays, wishy-washiness about its plans, and the internal politics haven't affected The Firm's ability to move to .13 micron processing, That has gone very well, as we reported here before. According to a source at Intel in Oregon (which is where Tualatin is, if my memory serves me well), Tualatin processors are the victim of internal politics but Intel is getting good bin splits on chips it has so far produced. For the desktop, 1.13GHz Tualatins and 1.26GHz Tualatins for that part, were always intended to be temporary processors to tide La Intella over until it was a position to release its Brookdale Pentium 4 parts. 213.219.40.69 Under most circumstances, I'd be pretty skeptical about claims like "we FABed a bunch of higher performance chips, but aren't shipping them because we don't feel like it", but in this case, it makes sense. The whole P4 program is on life support at this point, the crash cart has already been called once (introducing the new top end 1.7 part at 1/3 the the usual initial price), and tualatin could kill off P4 completely. And then what would Intel do?

To: Road Walker who wrote (137378)	6/14/2001 3:31:51 PM
From: stak	Respond to of 186894

John, I'll try to respond in more depth when I have time. But for now, I'd just say that yes the traditional up/down cycle will not return. Those patterns were the direct result of the semicon industry being in the high growth phase of its development. North America and numerous other countries are in the mature saturated phase now. This means far fewer initial purchases of PCs and far greater "replacement" PCs. In a mature market gross margins fall noticably from the early growth days. There's other reasons too why the market will not return as before, but we'll leave it for another time. >>Now you are welcome to allege that a pattern that has repeated itself over and over again, the semiconductor cycle, has suddenly ended forever. But a logical person would assume that the repetitive pattern is still in place, until proven otherwise. <<