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

To: wanna_bmw who wrote (170296)	8/29/2002 10:56:17 AM
From: NITT	Read Replies (1) \| Respond to of 186894

re: "What does this mean? Samples are for validation only. Any given OEM or vendor won't need more than a few" Companies like Dell, HP, IBM, and the former Compaq may require more than 100 production specification samples to do their test. This may not be the case for only a speed bin. If there is any chip design change, or a voltages change, then the demand for samples reaches this level. The OEMs need to run their own reliability tests as well as software test. The higher quantity is also driving by the number of different motherboard designs that may use the new chip (ie a business PC vs a consumer PC). I don't now if the 2.8GHz warranted 50 or 100 samples, but I believe that if Intel had made as many changes to the PIV as AMD did to the Athlon, then the bigger OEMS would be requesting a large number of qual parts before shipping products. Re: "Let's take it easy on the AMD cheer squad for a while." This was meant to be an in general tong in cheek comment. I'm agreeing with ELmer too. I think AMD knows they can't sell what they have for a price they want, and they are trying to take the wind out of Intel's sales. If the business downturn continues much longer this could be the end to AMD as a threat of any kind to Intel. I doubt there will be any deep pocketed company to come to there rescue this time around. AMD has proven they cannot make it in the best of times (the 90's) why should anyone believe they can make it in the worst of times. Nitt