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

To: Paul Engel who wrote (155365)	1/14/2002 11:29:29 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 186894

All, This is very interesting. Apparently Intel will release 1.6 to 1.9 Ghz Northwoods later this month. Around the 22nd. Does this say anything about yields/bins vs the Willamette? I'm a little worried about this. I figured Intel wouldn't offer a Northwood even near as low as 1.6 Ghz. Are yields not that good? store.yahoo.com xbitlabs.com

To: Paul Engel who wrote (155365)	1/14/2002 11:31:13 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Mike Mageek and Ban Ban Blow Hard Dan have told us all that the Northwood launch is a bust and that 300 MM wafers will have zero or negative yield. When have these folks ever been wrong ? Yesterday Mike Magee posted a picture of Robert Noyce and called him Andy Grove. As for Dan, calling him wrong doesn't begin to do him justice. Wrong is when you claim it's daytime but it's midnight. Wrong is when you say it's Tuesday but it's really Friday. Dan isn't that close to being right. EP

To: Paul Engel who wrote (155365)	1/15/2002 12:02:20 AM
From: Dan3	Respond to of 186894

Re: Mike and Dan have told us all that the Northwood launch is a bust and that 300 MM wafers Talk about a failure in reading comprehension. I've posted repeatedly that I think Intel is building far more capacity than they need, and that I think their biggest problem will be restraining themselves from turning the CPU business into the kind of money hemorrhaging disaster that DRAM was last year. Unless Intel can restrain itself from dumping chips in an attempt to "take away the oxygen" of AMD - both companies are in for a rough year this year. AMD has spent the last year cutting costs and gearing up for an extended, brutal, price war. Intel has spent the past year raising its fixed costs. We'll see which was the better strategy. I'm betting on the company that saw the wisdom of investing heavily in 1998 for Y2K and cut back last year and this year. It's also the company that figured out RDRAM was a bad idea, that copper was an important technology to get into early, and that SOI would be necessary for .13 and smaller geometries.