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

To: Tony Viola who wrote (147310)	11/9/2001 9:06:11 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Well then somebody ought to prime Jerry with the right words. The analyst's question was very clear, and Jerry said plain as day, and I listened to it twice, we're not in production, first silicon coming this quarter. Maybe production vs. characterization or qualification silicon? But he also said they're in qual. right now. If they planned to ship something in early '02, shouldn't they be running production wafers now? In other words, they should be done with qual. Tony, I don't doubt you. I'm sure you heard correctly. That's why it's such a mystery. About qualification, 2 things have to happen. First the process has to be qualified and then the product has to be qualified on the process. Which was Jerry talking about? Who knows? I know of a well known processor that is ready to go except for a new steping is needed to do an esd fix. No bugs. The process is fully qualed but not the product. I'd be very leery of their process roadmap going forward, and a CEO that might not even know the terminology. I think he doesn't know the terminology but I wouldn't believe anything he says even if he did. EP