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To: Sarmad Y. Hermiz who wrote (200331)6/3/2006 11:59:49 PM
From: AK2004Read Replies (1) | Respond to of 275872
 
re: The AMD-centric view of this low number would be

I offered no interpretation - it is just your 30% figure was somewhat unrealistic

re: I think the slow ramp means that Intel is using only newly installed capacity for NGMA, and not switching any capacity from another chip

well that is probably because there are obvious shortages of those other chips and those other chips would bring higher per chip revenue when compared to conroe, right?

Don't you think that you are somewhat overoptimistic?



To: Sarmad Y. Hermiz who wrote (200331)6/4/2006 11:46:42 PM
From: PetzRead Replies (1) | Respond to of 275872
 
ALbert (AK2004) didn't just pick that number (between 5 and 10%) for Q3 Core 2 output from nowhere. If you assume that sales output ramps linearly from 0 on July 1 to 35% on December 31 (Intel said the rate "exitting 2006" would be 30-35%), you get 8.75% for Q3 and 26.25% for Q4. But the launch dates are in July and August except for low-volume server chips, so the percentage of Core 2 output is probably even lower; hence 5-10%.

Petz


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