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

To: Dan3 who wrote (150520)	11/30/2001 11:15:02 AM
From: fingolfen	Respond to of 186894

When P4 was at 1.5GHZ and Athlon at 1.2GHZ, both companies had actual, observed through cross-section examintation, gate lengths of 90nm (though Intel was claiming 100 and AMD was claiming 70). Since then, both companies have increased clock speed 33%, and both have almost certainly reduced gate lengths. I saw your source for that... I have serious reservations your both your data and your conclusions. I saw no real measurements, just a very generic summary and "pay to get the real story" ad. Other data exists that says otherwise from what I consider to be more credible sources. Sounds like a yield problem. Orders accepted but not fulfilled would have had wafers targeted for them. Unless they're experiencing an unexpected number of bad wafers (or bad die per good wafer), they would be able to fulfill those existing, previously accepted orders. Numerous models are possible, including shortages other than salable die. Intel is in the midst of the 423-478 pin transition for the P4, whereas the P3 packaging has changed far less. That's a complex mix to manage, and I honestly am not surprise Intel is having trouble trying to ramp up the P4 as a P3 replacement and transition the package at the same time. There is no indication that the total number of PCs sold has been greater than expected, (the opposite, actually) and Intel pricing does not indicate any surplus of PIIIs -which would be expected if there were an unexpected transfer of demand from PIII to P4. Actually, there is a lot of evidence out there that PC sales were higher in October than expected... Mixed messages for November...