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

To: Joseph Pareti who wrote (146774)	11/4/2001 5:42:47 PM
From: wanna_bmw	Respond to of 186894

Joseph, Re: "IA firing on all cylinders (e.g. 6 fabs on 0.13, 3GHZ by mid 2002, 300 mm in 2003, IA64 on target, IA/OEM/APPS provider's effort progressively hurting McSquealy, "horizontalization" approach to the enterprise market)" I think many of these are likely to happen. In terms of fabs, Intel already has Fab20 in Oregon running full steam, as well as D2 in Santa Clara. Intel recently announced Fab22 as getting online, and Fab17 should be online this quarter. D1C and Fab11X are the 300mm fabs, and they are supposed to come online in the first and third quarters, respectively. I imagine that plenty of output will be available from these before 2003. As for 3GHz by mid-2002, I think that's a little optimistic. Paul Otellini mentioned Intel's internal goal of 3GHz by the end of 2002, but we may not see it until Q1 2003 (AMDroids take note - a 3GHz Pentium 4 in Q1 2003 would not be a "delay"). My guess is that Intel will have at least 2.8GHz by the end of next year. IA-64 is still going strong now, and many OEMs still believe in it. Intel's roadmap here seems filled, and the fight is still on against Sun's horizontal model. Realistically, all businesses want their TCO for a computer system to be lower, while maintaining the same reliability standards. Itanium will do this, through standard high volume manufacturing. However, progress will be slow due to massive conversion of the platform. There still needs to be a number of popular operating systems available. Windows will help, but Compaq's True64 and OpenVMS will be important to transition many customers. Fortunately, HP has a head start on HP-UX. IMO, Intel has a good strategy going forward. Intel's long term prospects seem even better than their short term. wanna_bmw