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

To: Tenchusatsu who wrote (140567)	7/31/2001 3:34:48 PM
From: pgerassi	Read Replies (1) \| Respond to of 186894

Dear Tench: By that right, Intel should have be able to produce Itanium in six months. It took them more than 5 years. Adding two busses together should have been trivial, yet it took Intel years using your own definition of when a project starts. Or do you use the get serious date for Intel (the previous failures being swept under the rug) and the customer desire date for AMD. That is not comparing the same things. Consistently, if Intel does not have it, its not needed, but if it does have it, its a must and its trivial to do it. Yes, from the outside, Intel looks like it is slower to develop than AMD. It may not be to you, but you are looking from inside Intel (assume the best interpretation) and outside AMD (assume the worst). I am sure you are not doing this deliberately. Its standard human nature to look from your own POV. Many projects are not started but are planned to sometime after current work is done. From an internal perspective it is proper, but you are assuming that this delay does not exist at AMD. Further shrinking is due to that design and fabrication could be delayed without your knowledge and you get involved when fabrication throws you initial samples. And your work finishes for the most part when distribution of the validated chipset starts. This is an additional delay for external viewers. So, goal to production is quite a bit longer for those external viewers than internal ones. You see the upper river and bottom cascade of the "waterfall" for AMD, but an upper cascade and lower cascade for Intel. By company accounts, AMD is about a quarter away from my step 4 in my plan being sampled, step 3 is about to be sampled and step 2 is about to start production. Step 1 only showed last month. If step 2 (nforce) is in full production in Q3, the time for step 1 to step 2 is three months, less than my projection. Step 3 (AGP-HT) might make it in Q4 or Q1. Step 4 (Claw and Sledge) could be Q3 or Q4 02 per schedule. Pete As to golf, you are not taking the right era. How many swings did it take for you to put a ball into the hole for the first time? How many did it take for you to get it into the next hole? You were referencing refinement (increasing performance) than being able to get the ball in the hole (getting the job done).