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To: jspeed who wrote (215111)10/26/2006 5:01:13 PM
From: dougSF30Respond to of 275872
 
So as far as I'm concerned, they are about 1Q in flow behind their promise.

I see, you grant them 2Qs because you have a

myopic fanboy view

and have decided to substitute 90nm output for their promise of 65nm output.

it's just a business decision when they finally do start shipping 65nm

While it is certainly worse and worse for their business the later 65nm is, it is obviously more than a business decision, or it would've happened already. Did you forget this is a technology company?

BTW, you said they were 1Q late when you evidently believed the Inq story you linked, that there would be output in October. Now that you see it is late December at the earliest, I would think even you would be at 2Qs. How could you not be, unless you knew your first link was false.