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

To: Amy J who wrote (182462)	10/25/2005 4:10:35 PM
From: GVTucker	Read Replies (2) \| Respond to of 186894

Amy, RE: Rather than complimenting Intel on accurately adjusting its product-line for the much anticipated economic slow-down, WSJ punches a cheap Rovism - only the clueless in hightech would follow WSJ. That certainly isn't consistent with what Intel has said. Scott McLaughlin, an official spokesman over at Intel, directly stated that Intel needed more time to develop the Montecito chip because of quality related issues. Where do you get your version of the story?

To: Amy J who wrote (182462)	10/26/2005 8:04:04 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: <i.AMD doesn't have anything in its lineup that measures up with Intel on the higher-end Actually, Intel doesn't have anything in the high end either. If they did, Dell would be selling them. But HP makes a high end platform that uses Itanium parts, as does SGI. In the time frame of that delay/cancellation the (rather unfortunately named) Horus platform will be coming out for Opteron and is expected to be available from 1 or more tier 1 vendors. Which is why those guys see this as both relevant to Intel and not good news for Intel. It's not a disaster, but it matters. The real issue for Intel is that AMD has two additional FABs coming on line next year, one in Q1 and another in Q3. Now, just when volume production from those FABs will appear at retail is yet to be seen, but AMD is being quite conservative about what they'll be producing in those new FABs, so production could ramp pretty quickly. AMD has taken 20% of the market with a single 8 inch FAB. During the next year AMD will be adding two 12 inch FABs to that current, single, 8 inch FAB. And that could be an issue for Intel. So you're probably right to not sweat the Itanium news. It kind of reminds me of George Carlin's famous bit about the hippy dippy weatherman where he says something along the lines of; "The weather radar's picking up a line of thunderstorms from north southwest of Abilene to south northwest of DuMoines, but it's also picking up a flight of Russian ICBM's coming in over the pole so I wouldn't sweat the thunderstorms." :-)