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To: Sarmad Y. Hermiz who wrote (197225)5/17/2006 12:24:54 AM
From: firthoffourthRead Replies (1) | Respond to of 275872
 
higher shipments of what? Unless they can replace all netburst server parts with woodcrest parts at launch, they are going to lose revenue and unit share for the rest of the year. Woodcrest is going to Kill Netburst Xeon sales even faster than Opteron has. The idea that a second half miss is already priced into Intel stock is fantasy. Intel is going to $15 or less by Aug.



To: Sarmad Y. Hermiz who wrote (197225)5/17/2006 6:59:53 AM
From: j3pflynnRead Replies (1) | Respond to of 275872
 
Sarmad - That may prove difficult, after stuffing the channel 2 Qs in a row. Without writing it off, that is.



To: Sarmad Y. Hermiz who wrote (197225)5/17/2006 3:29:26 PM
From: MagratheaRespond to of 275872
 
Intel has stated they'll try to deplete netburst inventory during q2 so that q3

Of course, they have stopped making Netburst P4's, right?

-Magrathea


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