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To: Dan3 who wrote (154428)1/9/2002 10:26:36 AM
From: semiconeng  Read Replies (1) | Respond to of 186894
 
Do you think that the motherboard manufacturers produced those boards absent guidance from Intel that there would be chips to go in them? Doesn't this confirm yields below expectations?

Nope, because I know that they're not. I think the turn around took everybody by surprise. Most analyists are predicting sales above intels estimates. Does that not confirm yields are above expectations?

Semi



To: Dan3 who wrote (154428)1/9/2002 7:27:54 PM
From: semiconeng  Read Replies (1) | Respond to of 186894
 
Do you think that the motherboard manufacturers produced those boards absent guidance from Intel that there would be chips to go in them? Doesn't this confirm yields below expectations?

Who says manufacturers produced those boards. They said "Targets", not "Unsold Boards". But I guess I should have expected a twisting from you. I guess you'll just swallow whole, anything perceived to be bad about intel eh??

Semi


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