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: Joseph Pareti who wrote (142083)	8/21/2001 10:59:11 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

AMD partial takeover of 30,000 wafer per month FAB !?!?! According to the newspaper, AMD may take a more active role in managing the fab too. Currently, the fab is working at under half capacity but flash memory will be one of the first semiconductor types to recover when the IT sector regains momentum. There had been suggestions only a few weeks back that AMD might take over the Gresham plant, but that was denied by representatives at the firm. 213.219.40.69 that Fujitsu tripled its initial expansion plans in Oregon. Announced four months earlier in January, the original expansion design called for boosting chip output in Gresham to 10,000 wafers a month. Explains Shirai, "The company decided to triple the goal to 30,000 wafers per month to meet the robust demand for flash memory in cellular phones, handheld wireless devices and other mobile products." But while production capacity will triple, the new plan involves a more exponential increase in capital expenditures. Fujitsu's original expansion plan to boost Gresham's fab output to 10,000 wafers a month only called for a $60 million investment. Fujitsu officials say that part of the expansion will entail equipping a vacant Gresham plant that had been mothballed during a business downturn. The expansion will also involve adding manufacturing equipment to a second existing plant, they add. conway.com

To: Joseph Pareti who wrote (142083)	8/21/2001 11:22:51 AM
From: Elmer	Respond to of 186894

Re: "McKinley chipset available before McKinley" The word on the street is that Intel will not be able to deliver the McKinley chips until sometime in the third quarter of 2002, which is considerably later than the late 2001 debut that Intel had been shooting for. Thanks for the article but I wonder if this is one of the anal-ists who insisted Intel's .13u process would be delayed due to problems with 193nm steppers? McKinley was given a public showing last January at the IDF running in a 4-way system. Q1'2001 to Q3'2002 would be 7 quarters. Same for Merced. I think it's safe to expect a faster rollout for McKinley compared to Merced. Furthermore Intel has promised a Q4 pre-release for evaluation but never a full intro. And if push came to shove, HP might even license IBM's Summit chipset, or create something very much like it, if Intel has continuing delays with its 64-bit processor line and forces customers to rely on its 32- bit server chips. Continuing delays? What delays are ongoing?

To: Joseph Pareti who wrote (142083)	8/21/2001 11:45:16 AM
From: fingolfen	Read Replies (1) \| Respond to of 186894

McKinley chipset available before McKinley Numerous problems with this one... I'll start with the big ones and then move down... The word on the street is that Intel will not be able to deliver the McKinley chips until sometime in the third quarter of 2002, which is considerably later than the late 2001 debut that Intel had been shooting for. I always love it when an analyst uses the phrase "word on the street." Translation is, "I have no idea what I'm talking about so I'm listening to one guy who sounds like he or she does." Intel has publicly stated several times that, like the Merced, McKinley will have a "pilot release" starting in Q4 of this year and will be officially released (again like the Merced), middle of next year. The author also contradicts himself: Intel actually demonstrated the Pluto chipset running in McKinley-based servers at the Intel Developer Forum in late February How could Intel demonstrate chips back in February that aren't going to appear until this time next year? Doesn't make any sense. Even if there were speed path issues, they DON'T take 18 months to fix! It is unclear if the basic design of the Pluto chipset is a two-way motherboard, like the HyperTransport clustering developed by Advanced Micro Devices. With HyperTransport, one, two, three or four two-way AMD server boards can be glued together to create two-way to eight-way servers. Golly, when did AMD release that???? Answer, they haven't... I think this analysts shorts are showing...