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

To: wanna_bmw who wrote (150960)	12/4/2001 12:45:45 PM
From: Tony Viola	Respond to of 186894

Wanna, thread, Intel: 2002 "roses, roses" for Pentium 4 Article by Mike Magee commenting on a DIGITIMES report quoting Mike Splinter, sales and marketing boss at Intel, as saying that supplies of Pentium 4s will get much easier next year. He also mentions he is hearing Intel is undergoing some "trouble and strife at its factories" in 0.13 bringup. =========================================================================================== Intel: 2002 "roses, roses" for Pentium 4 No thorns please, we're British By Mike Magee, 04/12/2001 12:31:23 BST A REPORT ON DIGITIMES quoted Mike Splinter, sales and marketing boss at Intel, as saying that supplies of Pentium 4s will get much easier next year. And, according to the same wire, Intel will rebound in the second half of next year, along with the rest of the PC world+ the PC dog. He claimed that Intel will make things easier in the first quarter of 2002, faced as it is with increased demand for the Pentium 4s. As we've reported here before, the current shortage of Pentium 4s is caused by excess demand coupled with insufficient supply - a problem partly caused by conservative predictions by the PC manufacturers. If Intel can successfully shrink its current .18 micron "Willamette" version of the Pentium 4 in sufficient quantity to the .13 micron "Northwood" version which is already out in the channel, then there's a strong probability that what Splinter says is right. But we are repeatedly hearing that the .13 micron process at Intel is undergoing some trouble and strife at its factories - the so-called fabrication plants. If this continues, Intel may well have trouble meeting demand, although,of course, the first quarter of a calendar year is never as busy for PCs as the last quarter of any year. Intel has several balls in the air, including desktop, server, and mobile processors which it will have to juggle desperately in order to satisfy demand across the board. At present, to the best of our knowledge, it only has four plants which have shifted to .13 micron, although the engineers are working hammer and nail, day and night, to convert more fabs. Yesterday we reported that AMD, Intel's bitter rival, has sold out of XP processors, partly as a result of unrequited demand for Pentium 4s. µ Digitimes report - itself based on another report. theinquirer.net